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 | $44,254 | $56,897-22.2% | $84,750-47.8% | $62,891-29.6% |
| Participation rate | 86.7% | 68.5%+18.1pp | 76.6%+10.1pp | 69.3%+17.4pp |
| Annual return | 5.91% | 6.30%-0.4pp | 22.78%-16.9pp | 20.14%-14.2pp |
| Employer contribution / active EE | $2,541 | $2,400+5.9% | $3,574-28.9% | $2,281+11.4% |
| Participant deferral / active EE | $5,787 | $2,709+113.6% | $3,712+55.9% | $3,203+80.7% |
| Admin fee / account holder | $443 | $3,581-87.6% | $5,332-91.7% | $4,296-89.7% |