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 | $47,655 | $76,552-37.7% | $123,892-61.5% | $62,891-24.2% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 7.62% | 18.68%-11.1pp | 47.52%-39.9pp | 20.14%-12.5pp |
| Employer contribution / active EE | $1,985 | $2,883-31.1% | $4,617-57.0% | $2,281-13.0% |
| Participant deferral / active EE | $5,383 | $4,840+11.2% | $5,984-10.0% | $3,203+68.1% |
| Admin fee / account holder | $498 | $4,826-89.7% | $8,357-94.0% | $4,296-88.4% |