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 | $57,866 | $65,685-11.9% | $57,179+1.2% | $273,961-78.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 6.31% | 21.99%-15.7pp | 14.59%-8.3pp | 41.45%-35.1pp |
| Employer contribution / active EE | $5,649 | $3,279+72.3% | $2,682+110.6% | $4,869+16.0% |
| Participant deferral / active EE | $3,081 | $3,782-18.5% | $3,096-0.5% | $5,287-41.7% |
| Admin fee / account holder | $879 | $4,835-81.8% | $3,139-72.0% | $10,132-91.3% |