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 | $73,934 | $80,673-8.4% | $101,326-27.0% | $84,808-12.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 81.5%+18.5pp | 68.3%+31.7pp |
| Annual return | 17.33% | 38.95%-21.6pp | 36.82%-19.5pp | 40.90%-23.6pp |
| Employer contribution / active EE | $5,788 | $2,698+114.5% | $3,665+57.9% | $2,631+120.0% |
| Participant deferral / active EE | $9,557 | $6,840+39.7% | $7,994+19.6% | $4,212+126.9% |
| Admin fee / account holder | $3,417 | $12,784-73.3% | $11,185-69.5% | $7,344-53.5% |