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 | $51,933 | $101,724-48.9% | $164,813-68.5% | $80,856-35.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 15.83% | 16.72%-0.9pp | 69.93%-54.1pp | 35.59%-19.8pp |
| Employer contribution / active EE | $2,076 | $2,953-29.7% | $4,341-52.2% | $2,755-24.6% |
| Participant deferral / active EE | $5,584 | $4,477+24.7% | $6,031-7.4% | $4,296+30.0% |
| Admin fee / account holder | $330 | $8,227-96.0% | $12,690-97.4% | $6,918-95.2% |