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 | $41,352 | $90,503-54.3% | $78,689-47.4% | $273,961-84.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.10% | 75.60%-67.5pp | 62.18%-54.1pp | 41.45%-33.3pp |
| Employer contribution / active EE | $2,299 | $3,176-27.6% | $2,851-19.4% | $4,869-52.8% |
| Participant deferral / active EE | $2,711 | $3,901-30.5% | $3,517-22.9% | $5,287-48.7% |
| Admin fee / account holder | $1,991 | $5,263-62.2% | $4,510-55.9% | $10,132-80.3% |