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 | $46,712 | $92,222-49.3% | $76,768-39.2% | $135,375-65.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 10.07% | 5.46%+4.6pp | 2.43%+7.6pp | 519.73%-509.7pp |
| Employer contribution / active EE | $2,387 | $3,216-25.8% | $2,485-3.9% | $4,779-50.0% |
| Participant deferral / active EE | $4,951 | $4,509+9.8% | $3,852+28.5% | $5,609-11.7% |
| Admin fee / account holder | $4,829 | $10,748-55.1% | $6,675-27.7% | $10,827-55.4% |