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 | $49,715 | $58,577-15.1% | $83,333-40.3% | $64,186-22.5% |
| Participation rate | 100.0% | 72.0%+28.0pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | 9.87% | 9.65%+0.2pp | 10.63%-0.8pp | 7.63%+2.2pp |
| Employer contribution / active EE | $2,474 | $2,098+17.9% | $3,379-26.8% | $2,381+3.9% |
| Participant deferral / active EE | $6,017 | $4,654+29.3% | $5,565+8.1% | $3,470+73.4% |
| Admin fee / account holder | $3,289 | $9,275-64.5% | $7,510-56.2% | $4,888-32.7% |