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 | $63,064 | $90,503-30.3% | $78,689-19.9% | $273,961-77.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 2.81% | 75.60%-72.8pp | 62.18%-59.4pp | 41.45%-38.6pp |
| Employer contribution / active EE | $4,777 | $3,176+50.4% | $2,851+67.6% | $4,869-1.9% |
| Participant deferral / active EE | $3,525 | $3,901-9.6% | $3,517+0.2% | $5,287-33.3% |
| Admin fee / account holder | $22,707 | $5,263+331.4% | $4,510+403.4% | $10,132+124.1% |