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 | $59,001 | $163,687-64.0% | $108,745-45.7% | $273,961-78.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.7%+22.3pp | 83.0%+17.0pp |
| Annual return | 3.58% | 31.16%-27.6pp | 46.22%-42.6pp | 41.45%-37.9pp |
| Employer contribution / active EE | $3,327 | $4,711-29.4% | $3,323+0.1% | $4,869-31.7% |
| Participant deferral / active EE | $8,694 | $7,155+21.5% | $5,121+69.8% | $5,287+64.4% |
| Admin fee / account holder | $1,205 | $12,890-90.7% | $6,144-80.4% | $10,132-88.1% |