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 | $53,764 | $90,503-40.6% | $78,689-31.7% | $273,961-80.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.92% | 75.60%-68.7pp | 62.18%-55.3pp | 41.45%-34.5pp |
| Employer contribution / active EE | $4,045 | $3,176+27.4% | $2,851+41.9% | $4,869-16.9% |
| Participant deferral / active EE | $9,367 | $3,901+140.1% | $3,517+166.4% | $5,287+77.2% |
| Admin fee / account holder | $15,289 | $5,263+190.5% | $4,510+239.0% | $10,132+50.9% |