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 | $108,825-31.9% | $156,181-52.5% | $82,448-10.1% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 15.72% | 20.59%-4.9pp | 64.87%-49.2pp | 41.64%-25.9pp |
| Employer contribution / active EE | $2,672 | $2,870-6.9% | $4,294-37.8% | $2,551+4.7% |
| Participant deferral / active EE | $5,152 | $4,577+12.5% | $6,132-16.0% | $4,139+24.5% |
| Admin fee / account holder | $747 | $9,341-92.0% | $14,586-94.9% | $7,234-89.7% |