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 | $73,932 | $109,359-32.4% | $162,163-54.4% | $72,985+1.3% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 24.43% | 25.46%-1.0pp | 115.59%-91.2pp | 81.00%-56.6pp |
| Employer contribution / active EE | $1,239 | $3,907-68.3% | $5,614-77.9% | $2,440-49.2% |
| Participant deferral / active EE | $3,432 | $5,481-37.4% | $7,298-53.0% | $3,607-4.9% |
| Admin fee / account holder | $4,198 | $7,972-47.3% | $10,843-61.3% | $5,124-18.1% |