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 | $76,242 | $124,425-38.7% | $112,040-32.0% | $137,256-44.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 10.52% | 24.72%-14.2pp | 24.52%-14.0pp | 220.34%-209.8pp |
| Employer contribution / active EE | $2,094 | $3,411-38.6% | $2,954-29.1% | $4,156-49.6% |
| Participant deferral / active EE | $5,038 | $5,718-11.9% | $5,098-1.2% | $6,407-21.4% |
| Admin fee / account holder | $4,435 | $15,207-70.8% | $12,098-63.3% | $12,270-63.9% |