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 | $24,813 | $104,251-76.2% | $91,001-72.7% | $147,584-83.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 18.06% | 27.06%-9.0pp | 4.60%+13.5pp | 578.55%-560.5pp |
| Employer contribution / active EE | $2,046 | $3,116-34.3% | $2,456-16.7% | $4,876-58.0% |
| Participant deferral / active EE | $8,043 | $4,195+91.7% | $3,547+126.7% | $5,439+47.9% |
| Admin fee / account holder | $5,932 | $8,948-33.7% | $5,417+9.5% | $10,885-45.5% |