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 | $72,680 | $127,065-42.8% | $113,168-35.8% | $142,382-49.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 13.81% | 24.03%-10.2pp | 24.27%-10.5pp | 217.08%-203.3pp |
| Employer contribution / active EE | $3,329 | $3,442-3.3% | $2,975+11.9% | $4,299-22.6% |
| Participant deferral / active EE | $5,724 | $5,716+0.1% | $5,107+12.1% | $6,507-12.0% |
| Admin fee / account holder | $2,314 | $15,736-85.3% | $12,068-80.8% | $12,624-81.7% |