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 | $66,878 | $93,071-28.1% | $74,583-10.3% | $273,961-75.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 8.20% | 26.18%-18.0pp | 20.47%-12.3pp | 41.45%-33.3pp |
| Employer contribution / active EE | $3,747 | $3,160+18.6% | $2,525+48.4% | $4,869-23.0% |
| Participant deferral / active EE | $11,915 | $4,160+186.4% | $3,458+244.6% | $5,287+125.4% |
| Admin fee / account holder | $1,909 | $5,272-63.8% | $4,138-53.9% | $10,132-81.2% |