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 | $55,898 | $67,606-17.3% | $82,313-32.1% | $70,131-20.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 14.90% | 21.57%-6.7pp | 25.88%-11.0pp | 73.14%-58.2pp |
| Employer contribution / active EE | $5,711 | $1,755+225.4% | $2,428+135.2% | $2,342+143.8% |
| Participant deferral / active EE | $4,612 | $2,987+54.4% | $3,706+24.5% | $3,332+38.4% |
| Admin fee / account holder | $694 | $4,512-84.6% | $5,608-87.6% | $4,645-85.1% |