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 | $76,303 | $93,071-18.0% | $74,583+2.3% | $273,961-72.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 7.21% | 26.18%-19.0pp | 20.47%-13.3pp | 41.45%-34.2pp |
| Employer contribution / active EE | $1,778 | $3,160-43.7% | $2,525-29.6% | $4,869-63.5% |
| Participant deferral / active EE | $14,050 | $4,160+237.7% | $3,458+306.3% | $5,287+165.7% |
| Admin fee / account holder | $2,401 | $5,272-54.5% | $4,138-42.0% | $10,132-76.3% |