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 | $26,894 | $56,054-52.0% | $171,082-84.3% | $62,891-57.2% |
| Participation rate | 100.0% | 62.9%+37.1pp | 76.7%+23.3pp | 69.3%+30.7pp |
| Annual return | 6.10% | 22.52%-16.4pp | 32.56%-26.5pp | 20.14%-14.0pp |
| Employer contribution / active EE | $2,529 | $1,731+46.1% | $4,002-36.8% | $2,281+10.9% |
| Participant deferral / active EE | $4,159 | $3,158+31.7% | $4,797-13.3% | $3,203+29.8% |
| Admin fee / account holder | $8,782 | $3,647+140.8% | $8,520+3.1% | $4,296+104.4% |