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 | $56,237 | $87,540-35.8% | $75,781-25.8% | $125,391-55.2% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 2.49% | 13.48%-11.0pp | 9.68%-7.2pp | 282.22%-279.7pp |
| Employer contribution / active EE | $1,860 | $3,930-52.7% | $3,323-44.0% | $4,866-61.8% |
| Participant deferral / active EE | $3,336 | $4,229-21.1% | $3,651-8.7% | $5,352-37.7% |
| Admin fee / account holder | $3,026 | $6,502-53.5% | $5,299-42.9% | $9,540-68.3% |