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 | $61,279 | $93,071-34.2% | $74,583-17.8% | $273,961-77.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 4.88% | 26.18%-21.3pp | 20.47%-15.6pp | 41.45%-36.6pp |
| Employer contribution / active EE | $3,566 | $3,160+12.9% | $2,525+41.2% | $4,869-26.7% |
| Participant deferral / active EE | $6,722 | $4,160+61.6% | $3,458+94.4% | $5,287+27.1% |
| Admin fee / account holder | $3,770 | $5,272-28.5% | $4,138-8.9% | $10,132-62.8% |