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 | $33,105 | $136,307-75.7% | $106,619-69.0% | $273,961-87.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 6.09% | 11.05%-5.0pp | 9.42%-3.3pp | 41.45%-35.4pp |
| Employer contribution / active EE | $2,918 | $5,190-43.8% | $3,947-26.1% | $4,869-40.1% |
| Participant deferral / active EE | $4,444 | $4,969-10.6% | $3,930+13.1% | $5,287-16.0% |
| Admin fee / account holder | $4,486 | $8,625-48.0% | $6,418-30.1% | $10,132-55.7% |