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 | $27,442 | $90,503-69.7% | $78,689-65.1% | $273,961-90.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.95% | 75.60%-69.7pp | 62.18%-56.2pp | 41.45%-35.5pp |
| Employer contribution / active EE | $1,196 | $3,176-62.4% | $2,851-58.1% | $4,869-75.4% |
| Participant deferral / active EE | $3,746 | $3,901-4.0% | $3,517+6.5% | $5,287-29.1% |
| Admin fee / account holder | $328 | $5,263-93.8% | $4,510-92.7% | $10,132-96.8% |