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 | $82,266 | $153,772-46.5% | $133,980-38.6% | $273,961-70.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 4.13% | 36.51%-32.4pp | 29.30%-25.2pp | 41.45%-37.3pp |
| Employer contribution / active EE | $5,617 | $6,029-6.8% | $5,211+7.8% | $4,869+15.4% |
| Participant deferral / active EE | $3,165 | $6,958-54.5% | $6,282-49.6% | $5,287-40.1% |
| Admin fee / account holder | $1,190 | $11,765-89.9% | $9,324-87.2% | $10,132-88.3% |