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 | $54,518 | $181,894-70.0% | $156,549-65.2% | $273,961-80.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.11% | 30.74%-24.6pp | 32.23%-26.1pp | 41.45%-35.3pp |
| Employer contribution / active EE | $2,141 | $6,248-65.7% | $5,501-61.1% | $4,869-56.0% |
| Participant deferral / active EE | $2,707 | $5,550-51.2% | $4,871-44.4% | $5,287-48.8% |
| Admin fee / account holder | $1,262 | $15,559-91.9% | $13,027-90.3% | $10,132-87.5% |