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 | $70,418 | $215,361-67.3% | $171,082-58.8% | $273,961-74.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 3.32% | 25.14%-21.8pp | 32.56%-29.2pp | 41.45%-38.1pp |
| Employer contribution / active EE | $2,515 | $4,967-49.4% | $4,002-37.2% | $4,869-48.3% |
| Participant deferral / active EE | $5,975 | $5,543+7.8% | $4,797+24.5% | $5,287+13.0% |
| Admin fee / account holder | $6,175 | $10,846-43.1% | $8,520-27.5% | $10,132-39.1% |