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 | $59,960 | $93,071-35.6% | $74,583-19.6% | $273,961-78.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 9.50% | 26.18%-16.7pp | 20.47%-11.0pp | 41.45%-32.0pp |
| Employer contribution / active EE | $8,779 | $3,160+177.9% | $2,525+247.7% | $4,869+80.3% |
| Participant deferral / active EE | $5,763 | $4,160+38.5% | $3,458+66.7% | $5,287+9.0% |
| Admin fee / account holder | $438 | $5,272-91.7% | $4,138-89.4% | $10,132-95.7% |