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 | $18,431 | $74,879,922-100.0% | $40,145,923-100.0% | $273,961-93.3% |
| Participation rate | 77.8% | 74.1%+3.7pp | 68.4%+9.4pp | 83.0%-5.2pp |
| Annual return | 4.06% | 2.55%+1.5pp | 5.24%-1.2pp | 41.45%-37.4pp |
| Employer contribution / active EE | $1,077 | $2,350-54.2% | $1,844-41.6% | $4,869-77.9% |
| Participant deferral / active EE | $1,081 | $2,962-63.5% | $2,591-58.3% | $5,287-79.6% |
| Admin fee / account holder | $471 | $3,725-87.4% | $2,903-83.8% | $10,132-95.4% |