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 | $64,900 | $108,825-40.4% | $156,181-58.4% | $82,448-21.3% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 13.00% | 20.59%-7.6pp | 64.87%-51.9pp | 41.64%-28.6pp |
| Employer contribution / active EE | $2,720 | $2,870-5.2% | $4,294-36.7% | $2,551+6.6% |
| Participant deferral / active EE | $4,194 | $4,577-8.4% | $6,132-31.6% | $4,139+1.3% |
| Admin fee / account holder | $2,566 | $9,341-72.5% | $14,586-82.4% | $7,234-64.5% |