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 | $63,094 | $83,477-24.4% | $125,175-49.6% | $72,985-13.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 20.22% | 25.78%-5.6pp | 43.79%-23.6pp | 81.00%-60.8pp |
| Employer contribution / active EE | $1,454 | $2,345-38.0% | $3,865-62.4% | $2,440-40.4% |
| Participant deferral / active EE | $3,828 | $3,585+6.8% | $4,937-22.5% | $3,607+6.1% |
| Admin fee / account holder | $3,380 | $5,517-38.7% | $9,702-65.2% | $5,124-34.0% |