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 | $82,802 | $99,341-16.6% | $84,750-2.3% | $273,961-69.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.78% | 22.93%-17.1pp | 22.78%-17.0pp | 41.45%-35.7pp |
| Employer contribution / active EE | $1,674 | $4,214-60.3% | $3,574-53.2% | $4,869-65.6% |
| Participant deferral / active EE | $3,316 | $4,269-22.3% | $3,712-10.7% | $5,287-37.3% |
| Admin fee / account holder | $1,410 | $6,644-78.8% | $5,332-73.6% | $10,132-86.1% |