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 | $65,454 | $215,361-69.6% | $171,082-61.7% | $273,961-76.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 7.85% | 25.14%-17.3pp | 32.56%-24.7pp | 41.45%-33.6pp |
| Employer contribution / active EE | $1,460 | $4,967-70.6% | $4,002-63.5% | $4,869-70.0% |
| Participant deferral / active EE | $7,624 | $5,543+37.5% | $4,797+58.9% | $5,287+44.2% |
| Admin fee / account holder | $5,695 | $10,846-47.5% | $8,520-33.2% | $10,132-43.8% |