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 5-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 | $49,499 | $93,071-46.8% | $74,583-33.6% | $273,961-81.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 13.09% | 26.18%-13.1pp | 20.47%-7.4pp | 41.45%-28.4pp |
| Employer contribution / active EE | $2,347 | $3,160-25.7% | $2,525-7.1% | $4,869-51.8% |
| Participant deferral / active EE | $8,273 | $4,160+98.9% | $3,458+139.2% | $5,287+56.5% |
| Admin fee / account holder | $408 | $5,272-92.3% | $4,138-90.1% | $10,132-96.0% |