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 | $47,507 | $74,879,922-99.9% | $40,145,923-99.9% | $273,961-82.7% |
| Participation rate | 90.9% | 74.1%+16.8pp | 68.4%+22.5pp | 83.0%+7.9pp |
| Annual return | 6.33% | 2.55%+3.8pp | 5.24%+1.1pp | 41.45%-35.1pp |
| Employer contribution / active EE | $1,311 | $2,350-44.2% | $1,844-28.9% | $4,869-73.1% |
| Participant deferral / active EE | $1,844 | $2,962-37.7% | $2,591-28.8% | $5,287-65.1% |
| Admin fee / account holder | $1,282 | $3,725-65.6% | $2,903-55.9% | $10,132-87.4% |