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 | $26,986 | $149,734-82.0% | $118,925-77.3% | $158,922-83.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 7.35% | 19.95%-12.6pp | 35.88%-28.5pp | 302.83%-295.5pp |
| Employer contribution / active EE | $1,931 | $4,115-53.1% | $3,263-40.8% | $4,761-59.4% |
| Participant deferral / active EE | $5,523 | $5,223+5.7% | $4,265+29.5% | $5,982-7.7% |
| Admin fee / account holder | $489 | $8,603-94.3% | $6,581-92.6% | $11,246-95.6% |