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 | $88,490 | $105,630-16.2% | $87,507+1.1% | $273,961-67.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 6.00% | 12.25%-6.3pp | 12.21%-6.2pp | 41.45%-35.5pp |
| Employer contribution / active EE | $6,408 | $3,141+104.0% | $2,550+151.3% | $4,869+31.6% |
| Participant deferral / active EE | $3,114 | $3,601-13.5% | $3,149-1.1% | $5,287-41.1% |
| Admin fee / account holder | $1,600 | $4,781-66.5% | $4,221-62.1% | $10,132-84.2% |