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 | $61,697 | $93,071-33.7% | $74,583-17.3% | $273,961-77.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 5.07% | 26.18%-21.1pp | 20.47%-15.4pp | 41.45%-36.4pp |
| Employer contribution / active EE | $1,445 | $3,160-54.3% | $2,525-42.8% | $4,869-70.3% |
| Participant deferral / active EE | $3,229 | $4,160-22.4% | $3,458-6.6% | $5,287-38.9% |
| Admin fee / account holder | $836 | $5,272-84.1% | $4,138-79.8% | $10,132-91.7% |