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 | $59,347 | $94,529-37.2% | $140,016-57.6% | $64,186-7.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | 4.75% | 7.77%-3.0pp | 651.12%-646.4pp | 7.63%-2.9pp |
| Employer contribution / active EE | $7,078 | $3,812+85.7% | $5,606+26.3% | $2,381+197.3% |
| Participant deferral / active EE | $2,856 | $5,250-45.6% | $6,927-58.8% | $3,470-17.7% |
| Admin fee / account holder | $1,446 | $6,741-78.6% | $10,705-86.5% | $4,888-70.4% |