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 | $43,943 | $96,557-54.5% | $80,975-45.7% | $273,961-84.0% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 13.86% | 15.14%-1.3pp | 17.10%-3.2pp | 41.45%-27.6pp |
| Employer contribution / active EE | $3,977 | $4,868-18.3% | $3,714+7.1% | $4,869-18.3% |
| Participant deferral / active EE | $7,909 | $6,598+19.9% | $5,696+38.8% | $5,287+49.6% |
| Admin fee / account holder | $457 | $7,492-93.9% | $5,516-91.7% | $10,132-95.5% |