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 | $48,914 | $56,054-12.7% | $171,082-71.4% | $62,891-22.2% |
| Participation rate | 100.0% | 62.9%+37.1pp | 76.7%+23.3pp | 69.3%+30.7pp |
| Annual return | 8.43% | 22.52%-14.1pp | 32.56%-24.1pp | 20.14%-11.7pp |
| Employer contribution / active EE | $1,656 | $1,731-4.3% | $4,002-58.6% | $2,281-27.4% |
| Participant deferral / active EE | $2,619 | $3,158-17.1% | $4,797-45.4% | $3,203-18.2% |
| Admin fee / account holder | $5,981 | $3,647+64.0% | $8,520-29.8% | $4,296+39.2% |