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 | $67,432 | $153,772-56.1% | $133,980-49.7% | $273,961-75.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.92% | 36.51%-30.6pp | 29.30%-23.4pp | 41.45%-35.5pp |
| Employer contribution / active EE | $4,862 | $6,029-19.4% | $5,211-6.7% | $4,869-0.1% |
| Participant deferral / active EE | $7,861 | $6,958+13.0% | $6,282+25.1% | $5,287+48.7% |
| Admin fee / account holder | $1,668 | $11,765-85.8% | $9,324-82.1% | $10,132-83.5% |