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 | $49,565 | $80,968-38.8% | $96,544-48.7% | $75,163-34.1% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 18.80% | 27.06%-8.3pp | 25.84%-7.0pp | 160.62%-141.8pp |
| Employer contribution / active EE | $2,630 | $2,282+15.3% | $2,965-11.3% | $2,670-1.5% |
| Participant deferral / active EE | $2,512 | $3,928-36.0% | $4,851-48.2% | $4,125-39.1% |
| Admin fee / account holder | $3,076 | $6,724-54.3% | $8,252-62.7% | $5,651-45.6% |