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 | $59,432 | $93,071-36.1% | $74,583-20.3% | $273,961-78.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 8.13% | 26.18%-18.0pp | 20.47%-12.3pp | 41.45%-33.3pp |
| Employer contribution / active EE | $8,426 | $3,160+166.7% | $2,525+233.7% | $4,869+73.1% |
| Participant deferral / active EE | $9,275 | $4,160+123.0% | $3,458+168.2% | $5,287+75.4% |
| Admin fee / account holder | $855 | $5,272-83.8% | $4,138-79.3% | $10,132-91.6% |