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 | $63,621 | $135,952-53.2% | $123,892-48.6% | $273,961-76.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.62% | 56.63%-51.0pp | 47.52%-41.9pp | 41.45%-35.8pp |
| Employer contribution / active EE | $2,490 | $5,170-51.8% | $4,617-46.1% | $4,869-48.9% |
| Participant deferral / active EE | $5,762 | $6,343-9.2% | $5,984-3.7% | $5,287+9.0% |
| Admin fee / account holder | $10,434 | $9,817+6.3% | $8,357+24.9% | $10,132+3.0% |