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 | $53,251 | $99,341-46.4% | $84,750-37.2% | $273,961-80.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.79% | 22.93%-16.1pp | 22.78%-16.0pp | 41.45%-34.7pp |
| Employer contribution / active EE | $5,198 | $4,214+23.4% | $3,574+45.4% | $4,869+6.8% |
| Participant deferral / active EE | $3,332 | $4,269-21.9% | $3,712-10.2% | $5,287-37.0% |
| Admin fee / account holder | $1,068 | $6,644-83.9% | $5,332-80.0% | $10,132-89.5% |