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 | $76,923 | $49,227+56.3% | $70,449+9.2% | $79,858-3.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 24.32% | 30.06%-5.7pp | 109.03%-84.7pp | 31.71%-7.4pp |
| Employer contribution / active EE | $1,214 | $2,099-42.1% | $2,737-55.6% | $2,471-50.9% |
| Participant deferral / active EE | $2,649 | $2,768-4.3% | $3,709-28.6% | $3,740-29.2% |
| Admin fee / account holder | $1,836 | $2,878-36.2% | $3,845-52.2% | $5,306-65.4% |