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 | $52,295 | $106,749-51.0% | $145,433-64.0% | $82,448-36.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 16.46% | 27.59%-11.1pp | 66.58%-50.1pp | 41.64%-25.2pp |
| Employer contribution / active EE | $5,045 | $3,444+46.5% | $4,554+10.8% | $2,551+97.7% |
| Participant deferral / active EE | $5,861 | $6,519-10.1% | $7,897-25.8% | $4,139+41.6% |
| Admin fee / account holder | $2,526 | $8,390-69.9% | $13,129-80.8% | $7,234-65.1% |