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 | $71,651 | $132,239-45.8% | $105,722-32.2% | $273,961-73.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 6.79% | 10.07%-3.3pp | 12.25%-5.5pp | 41.45%-34.7pp |
| Employer contribution / active EE | $4,952 | $4,867+1.8% | $4,079+21.4% | $4,869+1.7% |
| Participant deferral / active EE | $13,710 | $6,233+120.0% | $5,326+157.4% | $5,287+159.3% |
| Admin fee / account holder | $46,371 | $12,032+285.4% | $8,308+458.1% | $10,132+357.7% |