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 | $47,987 | $76,552-37.3% | $123,892-61.3% | $62,891-23.7% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 6.70% | 18.68%-12.0pp | 47.52%-40.8pp | 20.14%-13.4pp |
| Employer contribution / active EE | $3,023 | $2,883+4.9% | $4,617-34.5% | $2,281+32.5% |
| Participant deferral / active EE | $5,132 | $4,840+6.0% | $5,984-14.2% | $3,203+60.2% |
| Admin fee / account holder | $7,504 | $4,826+55.5% | $8,357-10.2% | $4,296+74.7% |