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 | $70,935 | $181,894-61.0% | $156,549-54.7% | $273,961-74.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.82% | 30.74%-23.9pp | 32.23%-25.4pp | 41.45%-34.6pp |
| Employer contribution / active EE | $13,547 | $6,248+116.8% | $5,501+146.3% | $4,869+178.2% |
| Participant deferral / active EE | $7,425 | $5,550+33.8% | $4,871+52.4% | $5,287+40.4% |
| Admin fee / account holder | $5,826 | $15,559-62.6% | $13,027-55.3% | $10,132-42.5% |