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 | $74,475 | $109,413-31.9% | $156,263-52.3% | $84,808-12.2% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 19.61% | 20.18%-0.6pp | 59.47%-39.9pp | 40.90%-21.3pp |
| Employer contribution / active EE | $2,640 | $2,907-9.2% | $4,333-39.1% | $2,631+0.3% |
| Participant deferral / active EE | $9,734 | $4,590+112.1% | $6,158+58.1% | $4,212+131.1% |
| Admin fee / account holder | $8,440 | $9,357-9.8% | $14,255-40.8% | $7,344+14.9% |