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 | $53,569 | $80,968-33.8% | $96,544-44.5% | $75,163-28.7% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 13.74% | 27.06%-13.3pp | 25.84%-12.1pp | 160.62%-146.9pp |
| Employer contribution / active EE | $1,753 | $2,282-23.2% | $2,965-40.9% | $2,670-34.3% |
| Participant deferral / active EE | $5,548 | $3,928+41.2% | $4,851+14.4% | $4,125+34.5% |
| Admin fee / account holder | $2,463 | $6,724-63.4% | $8,252-70.1% | $5,651-56.4% |