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 | $59,578 | $215,361-72.3% | $171,082-65.2% | $273,961-78.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 4.83% | 25.14%-20.3pp | 32.56%-27.7pp | 41.45%-36.6pp |
| Employer contribution / active EE | $2,238 | $4,967-54.9% | $4,002-44.1% | $4,869-54.0% |
| Participant deferral / active EE | $5,884 | $5,543+6.2% | $4,797+22.7% | $5,287+11.3% |
| Admin fee / account holder | $1,821 | $10,846-83.2% | $8,520-78.6% | $10,132-82.0% |