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 | $55,369 | $81,460-32.0% | $103,333-46.4% | $80,856-31.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 11.73% | 25.55%-13.8pp | 24.88%-13.1pp | 35.59%-23.9pp |
| Employer contribution / active EE | $2,259 | $3,105-27.3% | $3,868-41.6% | $2,755-18.0% |
| Participant deferral / active EE | $5,536 | $3,869+43.1% | $5,057+9.5% | $4,296+28.9% |
| Admin fee / account holder | $1,126 | $6,566-82.9% | $8,355-86.5% | $6,918-83.7% |