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 | $56,887 | $132,049-56.9% | $200,582-71.6% | $74,304-23.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.9%+13.1pp | 60.3%+39.7pp |
| Annual return | 19.49% | 22.22%-2.7pp | 42.33%-22.8pp | 29.43%-9.9pp |
| Employer contribution / active EE | $3,899 | $4,558-14.5% | $6,419-39.3% | $2,241+74.0% |
| Participant deferral / active EE | $7,197 | $7,213-0.2% | $9,331-22.9% | $3,767+91.0% |
| Admin fee / account holder | $2,413 | $2,405+0.3% | $16,305-85.2% | $2,969-18.7% |