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 | $59,867 | $153,772-61.1% | $133,980-55.3% | $273,961-78.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.45% | 36.51%-30.1pp | 29.30%-22.8pp | 41.45%-35.0pp |
| Employer contribution / active EE | $3,401 | $6,029-43.6% | $5,211-34.7% | $4,869-30.2% |
| Participant deferral / active EE | $15,760 | $6,958+126.5% | $6,282+150.9% | $5,287+198.1% |
| Admin fee / account holder | $12,145 | $11,765+3.2% | $9,324+30.3% | $10,132+19.9% |