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 | $56,836 | $132,239-57.0% | $105,722-46.2% | $273,961-79.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 4.71% | 10.07%-5.4pp | 12.25%-7.5pp | 41.45%-36.7pp |
| Employer contribution / active EE | $1,132 | $4,867-76.7% | $4,079-72.2% | $4,869-76.7% |
| Participant deferral / active EE | $5,367 | $6,233-13.9% | $5,326+0.8% | $5,287+1.5% |
| Admin fee / account holder | $3,428 | $12,032-71.5% | $8,308-58.7% | $10,132-66.2% |