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 | $66,566 | $92,222-27.8% | $76,768-13.3% | $135,375-50.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 14.14% | 5.46%+8.7pp | 2.43%+11.7pp | 519.73%-505.6pp |
| Employer contribution / active EE | $3,829 | $3,216+19.1% | $2,485+54.1% | $4,779-19.9% |
| Participant deferral / active EE | $6,599 | $4,509+46.4% | $3,852+71.3% | $5,609+17.7% |
| Admin fee / account holder | $14,444 | $10,748+34.4% | $6,675+116.4% | $10,827+33.4% |