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 | $43,607 | $96,557-54.8% | $80,975-46.1% | $273,961-84.1% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 13.56% | 15.14%-1.6pp | 17.10%-3.5pp | 41.45%-27.9pp |
| Employer contribution / active EE | $4,619 | $4,868-5.1% | $3,714+24.4% | $4,869-5.1% |
| Participant deferral / active EE | $7,818 | $6,598+18.5% | $5,696+37.2% | $5,287+47.9% |
| Admin fee / account holder | $8,714 | $7,492+16.3% | $5,516+58.0% | $10,132-14.0% |