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 | $52,436 | $109,359-52.1% | $162,163-67.7% | $72,985-28.2% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 22.29% | 25.46%-3.2pp | 115.59%-93.3pp | 81.00%-58.7pp |
| Employer contribution / active EE | $2,279 | $3,907-41.7% | $5,614-59.4% | $2,440-6.6% |
| Participant deferral / active EE | $3,530 | $5,481-35.6% | $7,298-51.6% | $3,607-2.1% |
| Admin fee / account holder | $1,249 | $7,972-84.3% | $10,843-88.5% | $5,124-75.6% |