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 | $65,732 | $153,772-57.3% | $133,980-50.9% | $273,961-76.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.01% | 36.51%-31.5pp | 29.30%-24.3pp | 41.45%-36.4pp |
| Employer contribution / active EE | $3,512 | $6,029-41.7% | $5,211-32.6% | $4,869-27.9% |
| Participant deferral / active EE | $7,157 | $6,958+2.8% | $6,282+13.9% | $5,287+35.4% |
| Admin fee / account holder | $3,112 | $11,765-73.5% | $9,324-66.6% | $10,132-69.3% |