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 | $48,186 | $154,228-68.8% | $145,433-66.9% | $137,256-64.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.20% | 74.59%-60.4pp | 66.58%-52.4pp | 220.34%-206.1pp |
| Employer contribution / active EE | $1,620 | $4,804-66.3% | $4,554-64.4% | $4,156-61.0% |
| Participant deferral / active EE | $5,594 | $8,216-31.9% | $7,897-29.2% | $6,407-12.7% |
| Admin fee / account holder | $3,397 | $14,344-76.3% | $13,129-74.1% | $12,270-72.3% |