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 | $60,692 | $92,222-34.2% | $76,768-20.9% | $135,375-55.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 6.17% | 5.46%+0.7pp | 2.43%+3.7pp | 519.73%-513.6pp |
| Employer contribution / active EE | $1,216 | $3,216-62.2% | $2,485-51.1% | $4,779-74.5% |
| Participant deferral / active EE | $1,847 | $4,509-59.0% | $3,852-52.1% | $5,609-67.1% |
| Admin fee / account holder | $7,792 | $10,748-27.5% | $6,675+16.7% | $10,827-28.0% |