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 | $33,986 | $136,307-75.1% | $106,619-68.1% | $273,961-87.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 3.45% | 11.05%-7.6pp | 9.42%-6.0pp | 41.45%-38.0pp |
| Employer contribution / active EE | $1,876 | $5,190-63.8% | $3,947-52.5% | $4,869-61.5% |
| Participant deferral / active EE | $5,855 | $4,969+17.8% | $3,930+49.0% | $5,287+10.7% |
| Admin fee / account holder | $18,454 | $8,625+114.0% | $6,418+187.5% | $10,132+82.1% |