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 | $53,378 | $90,503-41.0% | $78,689-32.2% | $273,961-80.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.66% | 75.60%-69.9pp | 62.18%-56.5pp | 41.45%-35.8pp |
| Employer contribution / active EE | $4,694 | $3,176+47.8% | $2,851+64.7% | $4,869-3.6% |
| Participant deferral / active EE | $2,759 | $3,901-29.3% | $3,517-21.5% | $5,287-47.8% |
| Admin fee / account holder | $3,788 | $5,263-28.0% | $4,510-16.0% | $10,132-62.6% |