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 | $45,995 | $88,583-48.1% | $88,497-48.0% | $273,961-83.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.4%+17.6pp | 83.0%+17.0pp |
| Annual return | 7.89% | 5.68%+2.2pp | 7.63%+0.3pp | 41.45%-33.6pp |
| Employer contribution / active EE | $7,365 | $4,502+63.6% | $4,036+82.5% | $4,869+51.3% |
| Participant deferral / active EE | $10,351 | $4,891+111.6% | $4,899+111.3% | $5,287+95.8% |
| Admin fee / account holder | $13,833 | $8,980+54.0% | $6,220+122.4% | $10,132+36.5% |