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 | $86,341 | $93,071-7.2% | $74,583+15.8% | $273,961-68.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 5.29% | 26.18%-20.9pp | 20.47%-15.2pp | 41.45%-36.2pp |
| Employer contribution / active EE | $6,592 | $3,160+108.6% | $2,525+161.1% | $4,869+35.4% |
| Participant deferral / active EE | $5,454 | $4,160+31.1% | $3,458+57.7% | $5,287+3.2% |
| Admin fee / account holder | $1,345 | $5,272-74.5% | $4,138-67.5% | $10,132-86.7% |