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 | $50,364 | $103,949-51.5% | $69,182-27.2% | $273,961-81.6% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 3.70% | 35.28%-31.6pp | -21.93%+25.6pp | 41.45%-37.7pp |
| Employer contribution / active EE | $5,168 | $1,783+189.9% | $1,206+328.5% | $4,869+6.2% |
| Participant deferral / active EE | $1,361 | $2,716-49.9% | $1,897-28.2% | $5,287-74.3% |
| Admin fee / account holder | $668 | $3,671-81.8% | $2,697-75.2% | $10,132-93.4% |