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 | $95,453-40.8% | $112,040-49.6% | $82,448-31.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 12.38% | 23.92%-11.5pp | 24.52%-12.1pp | 41.64%-29.3pp |
| Employer contribution / active EE | $4,367 | $2,318+88.4% | $2,954+47.8% | $2,551+71.2% |
| Participant deferral / active EE | $2,353 | $4,224-44.3% | $5,098-53.8% | $4,139-43.2% |
| Admin fee / account holder | $2,325 | $9,013-74.2% | $12,098-80.8% | $7,234-67.9% |