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 | $82,917 | $109,413-24.2% | $156,263-46.9% | $84,808-2.2% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 17.11% | 20.18%-3.1pp | 59.47%-42.4pp | 40.90%-23.8pp |
| Employer contribution / active EE | $2,226 | $2,907-23.4% | $4,333-48.6% | $2,631-15.4% |
| Participant deferral / active EE | $2,219 | $4,590-51.7% | $6,158-64.0% | $4,212-47.3% |
| Admin fee / account holder | $5,580 | $9,357-40.4% | $14,255-60.9% | $7,344-24.0% |