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 | $43,415 | $56,054-22.5% | $171,082-74.6% | $62,891-31.0% |
| Participation rate | 100.0% | 62.9%+37.1pp | 76.7%+23.3pp | 69.3%+30.7pp |
| Annual return | 6.91% | 22.52%-15.6pp | 32.56%-25.6pp | 20.14%-13.2pp |
| Employer contribution / active EE | $1,849 | $1,731+6.8% | $4,002-53.8% | $2,281-18.9% |
| Participant deferral / active EE | $3,353 | $3,158+6.2% | $4,797-30.1% | $3,203+4.7% |
| Admin fee / account holder | $893 | $3,647-75.5% | $8,520-89.5% | $4,296-79.2% |