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 | $74,563 | $118,450-37.1% | $98,439-24.3% | $139,434-46.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 22.31% | 18.94%+3.4pp | 21.16%+1.1pp | 372.94%-350.6pp |
| Employer contribution / active EE | $3,535 | $3,609-2.1% | $3,048+16.0% | $4,751-25.6% |
| Participant deferral / active EE | $3,007 | $5,392-44.2% | $4,738-36.5% | $6,710-55.2% |
| Admin fee / account holder | $4,389 | $14,026-68.7% | $8,948-50.9% | $11,403-61.5% |