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 | $88,636 | $135,952-34.8% | $123,892-28.5% | $273,961-67.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 10.51% | 56.63%-46.1pp | 47.52%-37.0pp | 41.45%-30.9pp |
| Employer contribution / active EE | $3,469 | $5,170-32.9% | $4,617-24.9% | $4,869-28.7% |
| Participant deferral / active EE | $5,667 | $6,343-10.7% | $5,984-5.3% | $5,287+7.2% |
| Admin fee / account holder | $5,943 | $9,817-39.5% | $8,357-28.9% | $10,132-41.3% |