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 | $35,692 | $76,552-53.4% | $123,892-71.2% | $62,891-43.2% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 23.69% | 18.68%+5.0pp | 47.52%-23.8pp | 20.14%+3.5pp |
| Employer contribution / active EE | $2,942 | $2,883+2.1% | $4,617-36.3% | $2,281+29.0% |
| Participant deferral / active EE | $3,362 | $4,840-30.5% | $5,984-43.8% | $3,203+5.0% |
| Admin fee / account holder | $1,810 | $4,826-62.5% | $8,357-78.3% | $4,296-57.9% |