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 | $13,598 | $90,503-85.0% | $78,689-82.7% | $273,961-95.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.38% | 75.60%-70.2pp | 62.18%-56.8pp | 41.45%-36.1pp |
| Employer contribution / active EE | $3,686 | $3,176+16.1% | $2,851+29.3% | $4,869-24.3% |
| Participant deferral / active EE | $1,301 | $3,901-66.6% | $3,517-63.0% | $5,287-75.4% |
| Admin fee / account holder | $5,139 | $5,263-2.4% | $4,510+13.9% | $10,132-49.3% |