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 | $53,461 | $96,956-44.9% | $70,014-23.6% | $273,961-80.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 17.55% | 12.93%+4.6pp | 12.99%+4.6pp | 41.45%-23.9pp |
| Employer contribution / active EE | $7,489 | $3,316+125.9% | $2,338+220.3% | $4,869+53.8% |
| Participant deferral / active EE | $18,434 | $3,744+392.4% | $2,931+529.0% | $5,287+248.7% |
| Admin fee / account holder | $2,490 | $7,934-68.6% | $4,380-43.2% | $10,132-75.4% |