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 | $50,865 | $35,183+44.6% | $73,545-30.8% | $70,131-27.5% |
| Participation rate | 100.0% | 42.9%+57.1pp | 54.9%+45.1pp | 69.5%+30.5pp |
| Annual return | 15.01% | 26.90%-11.9pp | -15.16%+30.2pp | 73.14%-58.1pp |
| Employer contribution / active EE | $5,731 | $709+708.7% | $1,219+370.1% | $2,342+144.7% |
| Participant deferral / active EE | $5,892 | $1,220+383.0% | $1,806+226.3% | $3,332+76.9% |
| Admin fee / account holder | $1,332 | $2,302-42.1% | $2,320-42.6% | $4,645-71.3% |