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 | $73,905 | $105,630-30.0% | $87,507-15.5% | $273,961-73.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 7.27% | 12.25%-5.0pp | 12.21%-4.9pp | 41.45%-34.2pp |
| Employer contribution / active EE | $7,928 | $3,141+152.4% | $2,550+210.9% | $4,869+62.8% |
| Participant deferral / active EE | $3,861 | $3,601+7.2% | $3,149+22.6% | $5,287-27.0% |
| Admin fee / account holder | $1,846 | $4,781-61.4% | $4,221-56.3% | $10,132-81.8% |