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 | $48,321 | $70,250-31.2% | $386,318-87.5% | $116,875-58.7% |
| Participation rate | 100.0% | 68.3%+31.7pp | 67.7%+32.3pp | 74.5%+25.5pp |
| Annual return | 16.11% | 17.57%-1.5pp | -2.64%+18.7pp | 16.29%-0.2pp |
| Employer contribution / active EE | $1,462 | $2,512-41.8% | $4,025-63.7% | $3,288-55.5% |
| Participant deferral / active EE | $3,894 | $3,180+22.4% | $3,524+10.5% | $3,885+0.2% |
| Admin fee / account holder | $3,199 | $7,267-56.0% | $16,179-80.2% | $12,263-73.9% |