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 5-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 | $54,962 | $90,503-39.3% | $78,689-30.2% | $273,961-79.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.58% | 75.60%-67.0pp | 62.18%-53.6pp | 41.45%-32.9pp |
| Employer contribution / active EE | $4,736 | $3,176+49.1% | $2,851+66.1% | $4,869-2.7% |
| Participant deferral / active EE | $6,353 | $3,901+62.8% | $3,517+80.6% | $5,287+20.2% |
| Admin fee / account holder | $1,158 | $5,263-78.0% | $4,510-74.3% | $10,132-88.6% |