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 | $62,024 | $90,503-31.5% | $78,689-21.2% | $273,961-77.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 12.15% | 75.60%-63.5pp | 62.18%-50.0pp | 41.45%-29.3pp |
| Employer contribution / active EE | $6,881 | $3,176+116.7% | $2,851+141.4% | $4,869+41.3% |
| Participant deferral / active EE | $4,609 | $3,901+18.1% | $3,517+31.1% | $5,287-12.8% |
| Admin fee / account holder | $418 | $5,263-92.1% | $4,510-90.7% | $10,132-95.9% |