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 | $52,270 | $60,349-13.4% | $74,183-29.5% | $62,891-16.9% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 6.23% | 21.37%-15.1pp | 17.74%-11.5pp | 20.14%-13.9pp |
| Employer contribution / active EE | $6,692 | $1,680+298.3% | $2,370+182.4% | $2,281+193.4% |
| Participant deferral / active EE | $5,194 | $2,856+81.9% | $3,550+46.3% | $3,203+62.2% |
| Admin fee / account holder | $453 | $4,261-89.4% | $5,586-91.9% | $4,296-89.4% |