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 | $51,549 | $63,861-19.3% | $104,607-50.7% | $79,858-35.4% |
| Participation rate | 100.0% | 64.9%+35.1pp | 74.1%+25.9pp | 69.6%+30.4pp |
| Annual return | 11.25% | 21.30%-10.1pp | 340.46%-329.2pp | 31.71%-20.5pp |
| Employer contribution / active EE | $3,516 | $1,588+121.3% | $2,681+31.2% | $2,471+42.3% |
| Participant deferral / active EE | $4,778 | $2,693+77.4% | $3,740+27.8% | $3,740+27.8% |
| Admin fee / account holder | $7,547 | $4,185+80.3% | $6,473+16.6% | $5,306+42.2% |