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 | $66,287 | $67,606-2.0% | $82,313-19.5% | $70,131-5.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 13.00% | 21.57%-8.6pp | 25.88%-12.9pp | 73.14%-60.1pp |
| Employer contribution / active EE | $4,425 | $1,755+152.1% | $2,428+82.2% | $2,342+88.9% |
| Participant deferral / active EE | $4,028 | $2,987+34.9% | $3,706+8.7% | $3,332+20.9% |
| Admin fee / account holder | $1,497 | $4,512-66.8% | $5,608-73.3% | $4,645-67.8% |