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 | $76,262 | $90,503-15.7% | $78,689-3.1% | $273,961-72.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.50% | 75.60%-70.1pp | 62.18%-56.7pp | 41.45%-35.9pp |
| Employer contribution / active EE | $10,629 | $3,176+234.7% | $2,851+272.9% | $4,869+118.3% |
| Participant deferral / active EE | $10,100 | $3,901+158.9% | $3,517+187.2% | $5,287+91.0% |
| Admin fee / account holder | $16,224 | $5,263+208.3% | $4,510+259.7% | $10,132+60.1% |