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 | $62,485 | $135,952-54.0% | $123,892-49.6% | $273,961-77.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 21.76% | 56.63%-34.9pp | 47.52%-25.8pp | 41.45%-19.7pp |
| Employer contribution / active EE | $2,723 | $5,170-47.3% | $4,617-41.0% | $4,869-44.1% |
| Participant deferral / active EE | $5,541 | $6,343-12.6% | $5,984-7.4% | $5,287+4.8% |
| Admin fee / account holder | $2,001 | $9,817-79.6% | $8,357-76.1% | $10,132-80.2% |