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 | $56,506 | $95,803-41.0% | $113,168-50.1% | $84,808-33.4% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 12.38% | 25.00%-12.6pp | 24.27%-11.9pp | 40.90%-28.5pp |
| Employer contribution / active EE | $4,367 | $2,360+85.0% | $2,975+46.8% | $2,631+66.0% |
| Participant deferral / active EE | $2,353 | $4,242-44.5% | $5,107-53.9% | $4,212-44.1% |
| Admin fee / account holder | $2,325 | $8,989-74.1% | $12,068-80.7% | $7,344-68.3% |