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 | $51,074 | $64,121-20.3% | $78,805-35.2% | $116,875-56.3% |
| Participation rate | 100.0% | 71.0%+29.0pp | 73.6%+26.4pp | 74.5%+25.5pp |
| Annual return | 17.01% | 16.32%+0.7pp | -2.71%+19.7pp | 16.29%+0.7pp |
| Employer contribution / active EE | $1,728 | $2,257-23.4% | $4,059-57.4% | $3,288-47.4% |
| Participant deferral / active EE | $6,241 | $2,757+126.4% | $3,584+74.1% | $3,885+60.6% |
| Admin fee / account holder | $2,531 | $5,745-55.9% | $5,677-55.4% | $12,263-79.4% |