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 | $62,832 | $80,968-22.4% | $96,544-34.9% | $75,163-16.4% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 16.00% | 27.06%-11.1pp | 25.84%-9.8pp | 160.62%-144.6pp |
| Employer contribution / active EE | $2,121 | $2,282-7.0% | $2,965-28.5% | $2,670-20.5% |
| Participant deferral / active EE | $3,587 | $3,928-8.7% | $4,851-26.1% | $4,125-13.0% |
| Admin fee / account holder | $2,566 | $6,724-61.8% | $8,252-68.9% | $5,651-54.6% |