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 | $89,519 | $39,122+128.8% | $57,179+56.6% | $62,891+42.3% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 5.87% | 9.23%-3.4pp | 14.59%-8.7pp | 20.14%-14.3pp |
| Employer contribution / active EE | $4,599 | $1,874+145.4% | $2,682+71.4% | $2,281+101.6% |
| Participant deferral / active EE | $805 | $2,374-66.1% | $3,096-74.0% | $3,203-74.9% |
| Admin fee / account holder | $5,027 | $2,592+93.9% | $3,139+60.1% | $4,296+17.0% |