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 | $68,101 | $90,503-24.8% | $78,689-13.5% | $273,961-75.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 10.86% | 75.60%-64.7pp | 62.18%-51.3pp | 41.45%-30.6pp |
| Employer contribution / active EE | $264 | $3,176-91.7% | $2,851-90.7% | $4,869-94.6% |
| Participant deferral / active EE | $4,052 | $3,901+3.9% | $3,517+15.2% | $5,287-23.4% |
| Admin fee / account holder | $1,060 | $5,263-79.9% | $4,510-76.5% | $10,132-89.5% |