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 | $146,887 | $93,071+57.8% | $74,583+96.9% | $273,961-46.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 7.05% | 26.18%-19.1pp | 20.47%-13.4pp | 41.45%-34.4pp |
| Employer contribution / active EE | $6,740 | $3,160+113.3% | $2,525+166.9% | $4,869+38.4% |
| Participant deferral / active EE | $11,077 | $4,160+166.3% | $3,458+220.3% | $5,287+109.5% |
| Admin fee / account holder | $2,169 | $5,272-58.9% | $4,138-47.6% | $10,132-78.6% |