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 | $68,515 | $90,503-24.3% | $78,689-12.9% | $273,961-75.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 9.68% | 75.60%-65.9pp | 62.18%-52.5pp | 41.45%-31.8pp |
| Employer contribution / active EE | $5,643 | $3,176+77.7% | $2,851+98.0% | $4,869+15.9% |
| Participant deferral / active EE | $7,909 | $3,901+102.7% | $3,517+124.9% | $5,287+49.6% |
| Admin fee / account holder | $7,522 | $5,263+42.9% | $4,510+66.8% | $10,132-25.8% |