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 | $103,363 | $211,958-51.2% | $169,463-39.0% | $135,375-23.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 5.45% | 3.26%+2.2pp | 1.83%+3.6pp | 519.73%-514.3pp |
| Employer contribution / active EE | $3,860 | $5,120-24.6% | $4,159-7.2% | $4,779-19.2% |
| Participant deferral / active EE | $3,657 | $6,075-39.8% | $5,277-30.7% | $5,609-34.8% |
| Admin fee / account holder | $4,852 | $11,471-57.7% | $9,109-46.7% | $10,827-55.2% |