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 | $60,272 | $92,222-34.6% | $76,768-21.5% | $135,375-55.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 10.71% | 5.46%+5.3pp | 2.43%+8.3pp | 519.73%-509.0pp |
| Employer contribution / active EE | $1,448 | $3,216-55.0% | $2,485-41.8% | $4,779-69.7% |
| Participant deferral / active EE | $3,597 | $4,509-20.2% | $3,852-6.6% | $5,609-35.9% |
| Admin fee / account holder | $1,898 | $10,748-82.3% | $6,675-71.6% | $10,827-82.5% |