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 | $57,575 | $99,341-42.0% | $84,750-32.1% | $273,961-79.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.64% | 22.93%-16.3pp | 22.78%-16.1pp | 41.45%-34.8pp |
| Employer contribution / active EE | $13,059 | $4,214+209.9% | $3,574+265.4% | $4,869+168.2% |
| Participant deferral / active EE | $6,752 | $4,269+58.2% | $3,712+81.9% | $5,287+27.7% |
| Admin fee / account holder | $6,830 | $6,644+2.8% | $5,332+28.1% | $10,132-32.6% |