See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,229 | $77,634-37.9% | $156,549-69.2% | $62,891-23.3% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 7.19% | 50.32%-43.1pp | 32.23%-25.0pp | 20.14%-13.0pp |
| Employer contribution / active EE | $3,314 | $3,444-3.8% | $5,501-39.8% | $2,281+45.3% |
| Participant deferral / active EE | $3,754 | $3,045+23.3% | $4,871-22.9% | $3,203+17.2% |
| Admin fee / account holder | $1,680 | $5,561-69.8% | $13,027-87.1% | $4,296-60.9% |