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 | $57,336 | $67,606-15.2% | $82,313-30.3% | $70,131-18.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 19.25% | 21.57%-2.3pp | 25.88%-6.6pp | 73.14%-53.9pp |
| Employer contribution / active EE | $3,540 | $1,755+101.8% | $2,428+45.8% | $2,342+51.1% |
| Participant deferral / active EE | $3,467 | $2,987+16.1% | $3,706-6.5% | $3,332+4.1% |
| Admin fee / account holder | $1,433 | $4,512-68.2% | $5,608-74.4% | $4,645-69.2% |