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 | $68,742 | $99,341-30.8% | $84,750-18.9% | $273,961-74.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.46% | 22.93%-18.5pp | 22.78%-18.3pp | 41.45%-37.0pp |
| Employer contribution / active EE | $13,927 | $4,214+230.5% | $3,574+289.6% | $4,869+186.0% |
| Participant deferral / active EE | $7,366 | $4,269+72.5% | $3,712+98.4% | $5,287+39.3% |
| Admin fee / account holder | $5,538 | $6,644-16.6% | $5,332+3.9% | $10,132-45.3% |