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 | $50,834 | $83,477-39.1% | $125,175-59.4% | $72,985-30.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 24.18% | 25.78%-1.6pp | 43.79%-19.6pp | 81.00%-56.8pp |
| Employer contribution / active EE | $2,912 | $2,345+24.2% | $3,865-24.7% | $2,440+19.4% |
| Participant deferral / active EE | $2,292 | $3,585-36.1% | $4,937-53.6% | $3,607-36.5% |
| Admin fee / account holder | $1,313 | $5,517-76.2% | $9,702-86.5% | $5,124-74.4% |