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 | $63,294 | $109,881-42.4% | $150,045-57.8% | $84,808-25.4% |
| Participation rate | 97.1% | 76.1%+21.1pp | 82.3%+14.8pp | 68.3%+28.8pp |
| Annual return | 20.58% | 28.25%-7.7pp | 62.55%-42.0pp | 40.90%-20.3pp |
| Employer contribution / active EE | $2,843 | $3,561-20.2% | $4,693-39.4% | $2,631+8.1% |
| Participant deferral / active EE | $7,259 | $6,636+9.4% | $7,997-9.2% | $4,212+72.4% |
| Admin fee / account holder | $6,427 | $8,568-25.0% | $13,435-52.2% | $7,344-12.5% |