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 | $32,232 | $149,679-78.5% | $117,039-72.5% | $147,584-78.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 16.56% | 19.31%-2.8pp | 18.95%-2.4pp | 578.55%-562.0pp |
| Employer contribution / active EE | $3,691 | $4,937-25.2% | $3,785-2.5% | $4,876-24.3% |
| Participant deferral / active EE | $3,880 | $4,912-21.0% | $3,929-1.3% | $5,439-28.7% |
| Admin fee / account holder | $684 | $7,856-91.3% | $5,974-88.5% | $10,885-93.7% |