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 | $64,136 | $95,803-33.1% | $113,168-43.3% | $84,808-24.4% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 16.83% | 25.00%-8.2pp | 24.27%-7.4pp | 40.90%-24.1pp |
| Employer contribution / active EE | $3,261 | $2,360+38.2% | $2,975+9.6% | $2,631+24.0% |
| Participant deferral / active EE | $3,756 | $4,242-11.5% | $5,107-26.5% | $4,212-10.8% |
| Admin fee / account holder | $2,334 | $8,989-74.0% | $12,068-80.7% | $7,344-68.2% |