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 | $58,434 | $90,503-35.4% | $78,689-25.7% | $273,961-78.7% |
| Participation rate | 80.0% | 76.5%+3.5pp | 73.6%+6.4pp | 83.0%-3.0pp |
| Annual return | 8.05% | 75.60%-67.6pp | 62.18%-54.1pp | 41.45%-33.4pp |
| Employer contribution / active EE | $9,789 | $3,176+208.2% | $2,851+243.4% | $4,869+101.1% |
| Participant deferral / active EE | $4,335 | $3,901+11.1% | $3,517+23.3% | $5,287-18.0% |
| Admin fee / account holder | $838 | $5,263-84.1% | $4,510-81.4% | $10,132-91.7% |