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 | $54,709 | $103,949-47.4% | $69,182-20.9% | $273,961-80.0% |
| Participation rate | 94.7% | 67.4%+27.4pp | 55.1%+39.6pp | 83.0%+11.7pp |
| Annual return | 8.38% | 35.28%-26.9pp | -21.93%+30.3pp | 41.45%-33.1pp |
| Employer contribution / active EE | $4,226 | $1,783+137.0% | $1,206+250.3% | $4,869-13.2% |
| Participant deferral / active EE | $5,556 | $2,716+104.5% | $1,897+192.9% | $5,287+5.1% |
| Admin fee / account holder | $417 | $3,671-88.6% | $2,697-84.5% | $10,132-95.9% |