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 | $46,199 | $90,503-49.0% | $78,689-41.3% | $273,961-83.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.51% | 75.60%-68.1pp | 62.18%-54.7pp | 41.45%-33.9pp |
| Employer contribution / active EE | $6,815 | $3,176+114.6% | $2,851+139.1% | $4,869+40.0% |
| Participant deferral / active EE | $9,250 | $3,901+137.1% | $3,517+163.0% | $5,287+75.0% |
| Admin fee / account holder | $1,826 | $5,263-65.3% | $4,510-59.5% | $10,132-82.0% |