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 | $45,837 | $132,239-65.3% | $105,722-56.6% | $273,961-83.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 8.24% | 10.07%-1.8pp | 12.25%-4.0pp | 41.45%-33.2pp |
| Employer contribution / active EE | $3,813 | $4,867-21.7% | $4,079-6.5% | $4,869-21.7% |
| Participant deferral / active EE | $6,801 | $6,233+9.1% | $5,326+27.7% | $5,287+28.6% |
| Admin fee / account holder | $1,183 | $12,032-90.2% | $8,308-85.8% | $10,132-88.3% |