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 | $80,823 | $132,239-38.9% | $105,722-23.6% | $273,961-70.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 8.11% | 10.07%-2.0pp | 12.25%-4.1pp | 41.45%-33.3pp |
| Employer contribution / active EE | $2,084 | $4,867-57.2% | $4,079-48.9% | $4,869-57.2% |
| Participant deferral / active EE | $3,798 | $6,233-39.1% | $5,326-28.7% | $5,287-28.2% |
| Admin fee / account holder | $2,429 | $12,032-79.8% | $8,308-70.8% | $10,132-76.0% |