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 | $85,840 | $65,685+30.7% | $57,179+50.1% | $273,961-68.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 4.69% | 21.99%-17.3pp | 14.59%-9.9pp | 41.45%-36.8pp |
| Employer contribution / active EE | $4,985 | $3,279+52.1% | $2,682+85.9% | $4,869+2.4% |
| Participant deferral / active EE | $4,985 | $3,782+31.8% | $3,096+61.0% | $5,287-5.7% |
| Admin fee / account holder | $8,643 | $4,835+78.8% | $3,139+175.3% | $10,132-14.7% |