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 | $59,927 | $88,583-32.3% | $88,497-32.3% | $273,961-78.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.4%+17.6pp | 83.0%+17.0pp |
| Annual return | 8.38% | 5.68%+2.7pp | 7.63%+0.7pp | 41.45%-33.1pp |
| Employer contribution / active EE | $2,000 | $4,502-55.6% | $4,036-50.5% | $4,869-58.9% |
| Participant deferral / active EE | $4,689 | $4,891-4.1% | $4,899-4.3% | $5,287-11.3% |
| Admin fee / account holder | $9,829 | $8,980+9.5% | $6,220+58.0% | $10,132-3.0% |