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 | $49,495 | $132,239-62.6% | $105,722-53.2% | $273,961-81.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 3.65% | 10.07%-6.4pp | 12.25%-8.6pp | 41.45%-37.8pp |
| Employer contribution / active EE | $2,531 | $4,867-48.0% | $4,079-37.9% | $4,869-48.0% |
| Participant deferral / active EE | $4,450 | $6,233-28.6% | $5,326-16.4% | $5,287-15.8% |
| Admin fee / account holder | $8,146 | $12,032-32.3% | $8,308-2.0% | $10,132-19.6% |