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 | $44,415 | $56,897-21.9% | $84,750-47.6% | $62,891-29.4% |
| Participation rate | 90.0% | 68.5%+21.5pp | 76.6%+13.4pp | 69.3%+20.7pp |
| Annual return | 8.14% | 6.30%+1.8pp | 22.78%-14.6pp | 20.14%-12.0pp |
| Employer contribution / active EE | $2,320 | $2,400-3.3% | $3,574-35.1% | $2,281+1.7% |
| Participant deferral / active EE | $5,120 | $2,709+89.0% | $3,712+37.9% | $3,203+59.8% |
| Admin fee / account holder | $1,856 | $3,581-48.2% | $5,332-65.2% | $4,296-56.8% |