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 | $54,137 | $87,841-38.4% | $133,980-59.6% | $62,891-13.9% |
| Participation rate | 90.5% | 83.4%+7.2pp | 87.1%+3.5pp | 69.3%+21.2pp |
| Annual return | 10.22% | 12.05%-1.8pp | 29.30%-19.1pp | 20.14%-9.9pp |
| Employer contribution / active EE | $1,390 | $3,483-60.1% | $5,211-73.3% | $2,281-39.0% |
| Participant deferral / active EE | $2,657 | $4,812-44.8% | $6,282-57.7% | $3,203-17.0% |
| Admin fee / account holder | $938 | $5,371-82.5% | $9,324-89.9% | $4,296-78.2% |