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 | $72,920 | $135,952-46.4% | $123,892-41.1% | $273,961-73.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 20.80% | 56.63%-35.8pp | 47.52%-26.7pp | 41.45%-20.7pp |
| Employer contribution / active EE | $54,785 | $5,170+959.7% | $4,617+1086.6% | $4,869+1025.3% |
| Participant deferral / active EE | $5,677 | $6,343-10.5% | $5,984-5.1% | $5,287+7.4% |
| Admin fee / account holder | $1,243 | $9,817-87.3% | $8,357-85.1% | $10,132-87.7% |