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 | $66,397 | $96,557-31.2% | $80,975-18.0% | $273,961-75.8% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 5.54% | 15.14%-9.6pp | 17.10%-11.6pp | 41.45%-35.9pp |
| Employer contribution / active EE | $1,375 | $4,868-71.7% | $3,714-63.0% | $4,869-71.8% |
| Participant deferral / active EE | $8,767 | $6,598+32.9% | $5,696+53.9% | $5,287+65.8% |
| Admin fee / account holder | $11,348 | $7,492+51.5% | $5,516+105.7% | $10,132+12.0% |