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 | $53,184 | $59,101-10.0% | $77,163-31.1% | $75,163-29.2% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 18.69% | 26.71%-8.0pp | 37.87%-19.2pp | 160.62%-141.9pp |
| Employer contribution / active EE | $2,518 | $1,995+26.2% | $2,535-0.7% | $2,670-5.7% |
| Participant deferral / active EE | $4,351 | $2,999+45.1% | $3,833+13.5% | $4,125+5.5% |
| Admin fee / account holder | $5,507 | $4,774+15.4% | $5,472+0.6% | $5,651-2.5% |