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 | $66,191 | $95,803-30.9% | $113,168-41.5% | $84,808-22.0% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 12.71% | 25.00%-12.3pp | 24.27%-11.6pp | 40.90%-28.2pp |
| Employer contribution / active EE | $4,635 | $2,360+96.4% | $2,975+55.8% | $2,631+76.2% |
| Participant deferral / active EE | $5,657 | $4,242+33.4% | $5,107+10.8% | $4,212+34.3% |
| Admin fee / account holder | $2,266 | $8,989-74.8% | $12,068-81.2% | $7,344-69.1% |