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 | $69,706 | $99,341-29.8% | $84,750-17.8% | $273,961-74.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 13.08% | 22.93%-9.9pp | 22.78%-9.7pp | 41.45%-28.4pp |
| Employer contribution / active EE | $5,036 | $4,214+19.5% | $3,574+40.9% | $4,869+3.4% |
| Participant deferral / active EE | $6,469 | $4,269+51.5% | $3,712+74.3% | $5,287+22.3% |
| Admin fee / account holder | $3,919 | $6,644-41.0% | $5,332-26.5% | $10,132-61.3% |