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 | $52,691 | $90,503-41.8% | $78,689-33.0% | $273,961-80.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.23% | 75.60%-69.4pp | 62.18%-55.9pp | 41.45%-35.2pp |
| Employer contribution / active EE | $3,344 | $3,176+5.3% | $2,851+17.3% | $4,869-31.3% |
| Participant deferral / active EE | $6,070 | $3,901+55.6% | $3,517+72.6% | $5,287+14.8% |
| Admin fee / account holder | $774 | $5,263-85.3% | $4,510-82.8% | $10,132-92.4% |