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 | $68,815 | $88,707-22.4% | $74,183-7.2% | $273,961-74.9% |
| Participation rate | 93.3% | 79.4%+13.9pp | 76.6%+16.7pp | 83.0%+10.3pp |
| Annual return | 4.34% | 11.94%-7.6pp | 17.74%-13.4pp | 41.45%-37.1pp |
| Employer contribution / active EE | $8,586 | $3,159+171.8% | $2,370+262.3% | $4,869+76.3% |
| Participant deferral / active EE | $14,323 | $4,212+240.1% | $3,550+303.5% | $5,287+170.9% |
| Admin fee / account holder | $48,323 | $8,717+454.4% | $5,586+765.1% | $10,132+376.9% |