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 | $70,854 | $140,588-49.6% | $123,104-42.4% | $125,391-43.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 9.35% | 16.80%-7.4pp | 13.22%-3.9pp | 282.22%-272.9pp |
| Employer contribution / active EE | $5,639 | $6,041-6.7% | $5,151+9.5% | $4,866+15.9% |
| Participant deferral / active EE | $8,058 | $6,980+15.4% | $6,230+29.4% | $5,352+50.6% |
| Admin fee / account holder | $1,585 | $11,198-85.8% | $9,015-82.4% | $9,540-83.4% |