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 | $84,312 | $148,978-43.4% | $200,582-58.0% | $84,808-0.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 13.25% | 28.16%-14.9pp | 42.33%-29.1pp | 40.90%-27.6pp |
| Employer contribution / active EE | $3,272 | $4,815-32.1% | $6,419-49.0% | $2,631+24.4% |
| Participant deferral / active EE | $4,908 | $7,142-31.3% | $9,331-47.4% | $4,212+16.5% |
| Admin fee / account holder | $5,560 | $13,977-60.2% | $16,305-65.9% | $7,344-24.3% |