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 | $54,355 | $85,766-36.6% | $136,294-60.1% | $70,131-22.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 18.74% | 31.45%-12.7pp | 5155.94%-5137.2pp | 73.14%-54.4pp |
| Employer contribution / active EE | $2,079 | $2,966-29.9% | $4,695-55.7% | $2,342-11.3% |
| Participant deferral / active EE | $5,062 | $5,051+0.2% | $6,247-19.0% | $3,332+51.9% |
| Admin fee / account holder | $1,529 | $5,420-71.8% | $9,243-83.5% | $4,645-67.1% |