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 | $58,517 | $89,698-34.8% | $103,476-43.4% | $80,856-27.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 80.5%+19.5pp | 67.6%+32.4pp |
| Annual return | 12.54% | 22.78%-10.2pp | 23.90%-11.4pp | 35.59%-23.1pp |
| Employer contribution / active EE | $4,160 | $4,018+3.5% | $4,672-10.9% | $2,755+51.0% |
| Participant deferral / active EE | $4,160 | $5,456-23.8% | $6,623-37.2% | $4,296-3.2% |
| Admin fee / account holder | $8,070 | $6,768+19.2% | $9,413-14.3% | $6,918+16.7% |