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 | $55,612 | $82,523-32.6% | $115,752-52.0% | $70,131-20.7% |
| Participation rate | 100.0% | 74.0%+26.0pp | 77.8%+22.2pp | 69.5%+30.5pp |
| Annual return | 16.98% | 28.22%-11.2pp | 19.41%-2.4pp | 73.14%-56.2pp |
| Employer contribution / active EE | $5,780 | $2,758+109.6% | $3,492+65.5% | $2,342+146.8% |
| Participant deferral / active EE | $4,732 | $4,062+16.5% | $5,204-9.1% | $3,332+42.0% |
| Admin fee / account holder | $4,344 | $4,552-4.6% | $6,278-30.8% | $4,645-6.5% |