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 | $48,072 | $93,071-48.3% | $74,583-35.5% | $273,961-82.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 12.71% | 26.18%-13.5pp | 20.47%-7.8pp | 41.45%-28.7pp |
| Employer contribution / active EE | $7,395 | $3,160+134.0% | $2,525+192.9% | $4,869+51.9% |
| Participant deferral / active EE | $4,478 | $4,160+7.7% | $3,458+29.5% | $5,287-15.3% |
| Admin fee / account holder | $353 | $5,272-93.3% | $4,138-91.5% | $10,132-96.5% |