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 | $42,530 | $90,503-53.0% | $78,689-46.0% | $273,961-84.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 4.69% | 75.60%-70.9pp | 62.18%-57.5pp | 41.45%-36.8pp |
| Employer contribution / active EE | $1,862 | $3,176-41.4% | $2,851-34.7% | $4,869-61.8% |
| Participant deferral / active EE | $11,799 | $3,901+202.4% | $3,517+235.5% | $5,287+123.2% |
| Admin fee / account holder | $1,977 | $5,263-62.4% | $4,510-56.2% | $10,132-80.5% |