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 | $64,894 | $153,311-57.7% | $109,313-40.6% | $273,961-76.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 5.41% | 29.86%-24.4pp | 22.07%-16.7pp | 41.45%-36.0pp |
| Employer contribution / active EE | $6,878 | $5,619+22.4% | $3,892+76.7% | $4,869+41.3% |
| Participant deferral / active EE | $3,407 | $3,932-13.4% | $3,166+7.6% | $5,287-35.6% |
| Admin fee / account holder | $10,634 | $8,076+31.7% | $5,666+87.7% | $10,132+5.0% |