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 | $56,667 | $136,307-58.4% | $106,619-46.9% | $273,961-79.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 4.08% | 11.05%-7.0pp | 9.42%-5.3pp | 41.45%-37.4pp |
| Employer contribution / active EE | $17,882 | $5,190+244.6% | $3,947+353.1% | $4,869+267.3% |
| Participant deferral / active EE | $5,577 | $4,969+12.2% | $3,930+41.9% | $5,287+5.5% |
| Admin fee / account holder | $15,451 | $8,625+79.1% | $6,418+140.7% | $10,132+52.5% |