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 | $54,151 | $99,341-45.5% | $84,750-36.1% | $273,961-80.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.26% | 22.93%-18.7pp | 22.78%-18.5pp | 41.45%-37.2pp |
| Employer contribution / active EE | $10,277 | $4,214+143.9% | $3,574+187.5% | $4,869+111.1% |
| Participant deferral / active EE | $5,120 | $4,269+19.9% | $3,712+38.0% | $5,287-3.2% |
| Admin fee / account holder | $5,713 | $6,644-14.0% | $5,332+7.1% | $10,132-43.6% |