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 | $86,634 | $153,772-43.7% | $133,980-35.3% | $273,961-68.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.57% | 36.51%-29.9pp | 29.30%-22.7pp | 41.45%-34.9pp |
| Employer contribution / active EE | $2,247 | $6,029-62.7% | $5,211-56.9% | $4,869-53.9% |
| Participant deferral / active EE | $3,230 | $6,958-53.6% | $6,282-48.6% | $5,287-38.9% |
| Admin fee / account holder | $3,278 | $11,765-72.1% | $9,324-64.8% | $10,132-67.6% |