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 | $52,194 | $39,122+33.4% | $57,179-8.7% | $62,891-17.0% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 6.12% | 9.23%-3.1pp | 14.59%-8.5pp | 20.14%-14.0pp |
| Employer contribution / active EE | $1,597 | $1,874-14.8% | $2,682-40.4% | $2,281-30.0% |
| Participant deferral / active EE | $1,718 | $2,374-27.6% | $3,096-44.5% | $3,203-46.4% |
| Admin fee / account holder | $2,413 | $2,592-6.9% | $3,139-23.1% | $4,296-43.8% |