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 | $49,902 | $99,341-49.8% | $84,750-41.1% | $273,961-81.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.95% | 22.93%-17.0pp | 22.78%-16.8pp | 41.45%-35.5pp |
| Employer contribution / active EE | $3,198 | $4,214-24.1% | $3,574-10.5% | $4,869-34.3% |
| Participant deferral / active EE | $1,324 | $4,269-69.0% | $3,712-64.3% | $5,287-75.0% |
| Admin fee / account holder | $4,012 | $6,644-39.6% | $5,332-24.8% | $10,132-60.4% |