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 | $54,619 | $84,695-35.5% | $73,843-26.0% | $125,391-56.4% |
| Participation rate | 92.3% | 76.8%+15.5pp | 73.4%+18.9pp | 83.2%+9.1pp |
| Annual return | 0.59% | 3123.53%-3122.9pp | 2267.84%-2267.3pp | 282.22%-281.6pp |
| Employer contribution / active EE | $2,397 | $3,123-23.2% | $2,787-14.0% | $4,866-50.7% |
| Participant deferral / active EE | $4,320 | $3,992+8.2% | $3,583+20.6% | $5,352-19.3% |
| Admin fee / account holder | $3,517 | $5,691-38.2% | $4,880-27.9% | $9,540-63.1% |