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 | $58,037 | $76,552-24.2% | $123,892-53.2% | $62,891-7.7% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 14.30% | 18.68%-4.4pp | 47.52%-33.2pp | 20.14%-5.8pp |
| Employer contribution / active EE | $1,908 | $2,883-33.8% | $4,617-58.7% | $2,281-16.4% |
| Participant deferral / active EE | $5,176 | $4,840+6.9% | $5,984-13.5% | $3,203+61.6% |
| Admin fee / account holder | $1,939 | $4,826-59.8% | $8,357-76.8% | $4,296-54.9% |