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 | $46,893 | $85,766-45.3% | $136,294-65.6% | $70,131-33.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 17.39% | 31.45%-14.1pp | 5155.94%-5138.6pp | 73.14%-55.8pp |
| Employer contribution / active EE | $1,807 | $2,966-39.1% | $4,695-61.5% | $2,342-22.9% |
| Participant deferral / active EE | $3,422 | $5,051-32.3% | $6,247-45.2% | $3,332+2.7% |
| Admin fee / account holder | $424 | $5,420-92.2% | $9,243-95.4% | $4,645-90.9% |