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 | $54,636 | $76,552-28.6% | $123,892-55.9% | $62,891-13.1% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 7.69% | 18.68%-11.0pp | 47.52%-39.8pp | 20.14%-12.5pp |
| Employer contribution / active EE | $2,223 | $2,883-22.9% | $4,617-51.8% | $2,281-2.5% |
| Participant deferral / active EE | $5,599 | $4,840+15.7% | $5,984-6.4% | $3,203+74.8% |
| Admin fee / account holder | $18,028 | $4,826+273.6% | $8,357+115.7% | $4,296+319.7% |