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 | $52,495 | $111,754-53.0% | $103,333-49.2% | $145,922-64.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.34% | 24.77%-12.4pp | 24.88%-12.5pp | 561.29%-548.9pp |
| Employer contribution / active EE | $4,826 | $4,212+14.6% | $3,868+24.8% | $4,660+3.6% |
| Participant deferral / active EE | $3,133 | $5,619-44.2% | $5,057-38.0% | $6,688-53.1% |
| Admin fee / account holder | $1,449 | $9,750-85.1% | $8,355-82.7% | $13,397-89.2% |