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 | $75,085 | $95,803-21.6% | $113,168-33.7% | $84,808-11.5% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 22.25% | 25.00%-2.7pp | 24.27%-2.0pp | 40.90%-18.6pp |
| Employer contribution / active EE | $3,946 | $2,360+67.2% | $2,975+32.6% | $2,631+50.0% |
| Participant deferral / active EE | $8,131 | $4,242+91.7% | $5,107+59.2% | $4,212+93.1% |
| Admin fee / account holder | $4,648 | $8,989-48.3% | $12,068-61.5% | $7,344-36.7% |