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 | $89,656 | $132,239-32.2% | $105,722-15.2% | $273,961-67.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 6.03% | 10.07%-4.0pp | 12.25%-6.2pp | 41.45%-35.4pp |
| Employer contribution / active EE | $2,359 | $4,867-51.5% | $4,079-42.2% | $4,869-51.5% |
| Participant deferral / active EE | $3,977 | $6,233-36.2% | $5,326-25.3% | $5,287-24.8% |
| Admin fee / account holder | $3,892 | $12,032-67.7% | $8,308-53.2% | $10,132-61.6% |