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 | $78,711 | $91,552-14.0% | $133,956-41.2% | $79,858-1.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 13.79% | 61.85%-48.1pp | 45.09%-31.3pp | 31.71%-17.9pp |
| Employer contribution / active EE | $2,399 | $2,384+0.7% | $3,919-38.8% | $2,471-2.9% |
| Participant deferral / active EE | $3,628 | $3,733-2.8% | $5,048-28.1% | $3,740-3.0% |
| Admin fee / account holder | $731 | $6,321-88.4% | $8,927-91.8% | $5,306-86.2% |