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 | $62,297 | $90,503-31.2% | $78,689-20.8% | $273,961-77.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 3.31% | 75.60%-72.3pp | 62.18%-58.9pp | 41.45%-38.1pp |
| Employer contribution / active EE | $8,663 | $3,176+172.8% | $2,851+203.9% | $4,869+77.9% |
| Participant deferral / active EE | $8,466 | $3,901+117.0% | $3,517+140.7% | $5,287+60.1% |
| Admin fee / account holder | $14,748 | $5,263+180.2% | $4,510+227.0% | $10,132+45.6% |