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 | $47,351 | $90,503-47.7% | $78,689-39.8% | $273,961-82.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.46% | 75.60%-67.1pp | 62.18%-53.7pp | 41.45%-33.0pp |
| Employer contribution / active EE | $1,370 | $3,176-56.9% | $2,851-51.9% | $4,869-71.9% |
| Participant deferral / active EE | $3,540 | $3,901-9.3% | $3,517+0.7% | $5,287-33.0% |
| Admin fee / account holder | $568 | $5,263-89.2% | $4,510-87.4% | $10,132-94.4% |