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 | $68,518 | $99,341-31.0% | $84,750-19.2% | $273,961-75.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.40% | 22.93%-16.5pp | 22.78%-16.4pp | 41.45%-35.0pp |
| Employer contribution / active EE | $769 | $4,214-81.7% | $3,574-78.5% | $4,869-84.2% |
| Participant deferral / active EE | $2,227 | $4,269-47.8% | $3,712-40.0% | $5,287-57.9% |
| Admin fee / account holder | $640 | $6,644-90.4% | $5,332-88.0% | $10,132-93.7% |