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 | $67,210 | $91,552-26.6% | $133,956-49.8% | $79,858-15.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 13.87% | 61.85%-48.0pp | 45.09%-31.2pp | 31.71%-17.8pp |
| Employer contribution / active EE | $2,517 | $2,384+5.6% | $3,919-35.8% | $2,471+1.9% |
| Participant deferral / active EE | $3,963 | $3,733+6.2% | $5,048-21.5% | $3,740+6.0% |
| Admin fee / account holder | $5,439 | $6,321-14.0% | $8,927-39.1% | $5,306+2.5% |