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 | $42,614 | $93,071-54.2% | $74,583-42.9% | $273,961-84.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 6.43% | 26.18%-19.7pp | 20.47%-14.0pp | 41.45%-35.0pp |
| Employer contribution / active EE | $3,341 | $3,160+5.7% | $2,525+32.3% | $4,869-31.4% |
| Participant deferral / active EE | $7,965 | $4,160+91.5% | $3,458+130.3% | $5,287+50.6% |
| Admin fee / account holder | $514 | $5,272-90.3% | $4,138-87.6% | $10,132-94.9% |