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 | $92,750 | $153,772-39.7% | $133,980-30.8% | $273,961-66.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 3.98% | 36.51%-32.5pp | 29.30%-25.3pp | 41.45%-37.5pp |
| Employer contribution / active EE | $1,561 | $6,029-74.1% | $5,211-70.1% | $4,869-67.9% |
| Participant deferral / active EE | $10,500 | $6,958+50.9% | $6,282+67.1% | $5,287+98.6% |
| Admin fee / account holder | $2,530 | $11,765-78.5% | $9,324-72.9% | $10,132-75.0% |