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 | $55,313 | $81,460-32.1% | $103,333-46.5% | $80,856-31.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 12.19% | 25.55%-13.4pp | 24.88%-12.7pp | 35.59%-23.4pp |
| Employer contribution / active EE | $3,058 | $3,105-1.5% | $3,868-20.9% | $2,755+11.0% |
| Participant deferral / active EE | $5,839 | $3,869+50.9% | $5,057+15.4% | $4,296+35.9% |
| Admin fee / account holder | $1,196 | $6,566-81.8% | $8,355-85.7% | $6,918-82.7% |