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 | $74,137 | $109,413-32.2% | $156,263-52.6% | $84,808-12.6% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 15.72% | 20.18%-4.5pp | 59.47%-43.7pp | 40.90%-25.2pp |
| Employer contribution / active EE | $2,672 | $2,907-8.1% | $4,333-38.3% | $2,631+1.5% |
| Participant deferral / active EE | $5,152 | $4,590+12.2% | $6,158-16.3% | $4,212+22.3% |
| Admin fee / account holder | $747 | $9,357-92.0% | $14,255-94.8% | $7,344-89.8% |