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 | $66,283 | $93,071-28.8% | $74,583-11.1% | $273,961-75.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 11.61% | 26.18%-14.6pp | 20.47%-8.9pp | 41.45%-29.8pp |
| Employer contribution / active EE | $6,958 | $3,160+120.2% | $2,525+175.6% | $4,869+42.9% |
| Participant deferral / active EE | $4,000 | $4,160-3.8% | $3,458+15.7% | $5,287-24.3% |
| Admin fee / account holder | $1,013 | $5,272-80.8% | $4,138-75.5% | $10,132-90.0% |