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 | $53,170 | $95,803-44.5% | $113,168-53.0% | $84,808-37.3% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 15.31% | 25.00%-9.7pp | 24.27%-9.0pp | 40.90%-25.6pp |
| Employer contribution / active EE | $4,354 | $2,360+84.5% | $2,975+46.3% | $2,631+65.5% |
| Participant deferral / active EE | $3,731 | $4,242-12.0% | $5,107-26.9% | $4,212-11.4% |
| Admin fee / account holder | $8,037 | $8,989-10.6% | $12,068-33.4% | $7,344+9.4% |