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 | $48,147 | $88,583-45.6% | $88,497-45.6% | $273,961-82.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.4%+17.6pp | 83.0%+17.0pp |
| Annual return | 7.46% | 5.68%+1.8pp | 7.63%-0.2pp | 41.45%-34.0pp |
| Employer contribution / active EE | $11,819 | $4,502+162.5% | $4,036+192.8% | $4,869+142.8% |
| Participant deferral / active EE | $4,928 | $4,891+0.7% | $4,899+0.6% | $5,287-6.8% |
| Admin fee / account holder | $1,176 | $8,980-86.9% | $6,220-81.1% | $10,132-88.4% |