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 | $56,487 | $96,557-41.5% | $80,975-30.2% | $273,961-79.4% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 14.41% | 15.14%-0.7pp | 17.10%-2.7pp | 41.45%-27.0pp |
| Employer contribution / active EE | $3,477 | $4,868-28.6% | $3,714-6.4% | $4,869-28.6% |
| Participant deferral / active EE | $3,577 | $6,598-45.8% | $5,696-37.2% | $5,287-32.3% |
| Admin fee / account holder | $729 | $7,492-90.3% | $5,516-86.8% | $10,132-92.8% |