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 | $78,830 | $83,477-5.6% | $125,175-37.0% | $72,985+8.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 24.27% | 25.78%-1.5pp | 43.79%-19.5pp | 81.00%-56.7pp |
| Employer contribution / active EE | $2,494 | $2,345+6.3% | $3,865-35.5% | $2,440+2.2% |
| Participant deferral / active EE | $2,100 | $3,585-41.4% | $4,937-57.5% | $3,607-41.8% |
| Admin fee / account holder | $2,708 | $5,517-50.9% | $9,702-72.1% | $5,124-47.2% |