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 | $45,900 | $95,803-52.1% | $113,168-59.4% | $84,808-45.9% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 16.35% | 25.00%-8.7pp | 24.27%-7.9pp | 40.90%-24.5pp |
| Employer contribution / active EE | $1,658 | $2,360-29.7% | $2,975-44.3% | $2,631-37.0% |
| Participant deferral / active EE | $5,450 | $4,242+28.5% | $5,107+6.7% | $4,212+29.4% |
| Admin fee / account holder | $2,050 | $8,989-77.2% | $12,068-83.0% | $7,344-72.1% |