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 | $36,820 | $215,361-82.9% | $171,082-78.5% | $273,961-86.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 10.23% | 25.14%-14.9pp | 32.56%-22.3pp | 41.45%-31.2pp |
| Employer contribution / active EE | $6,491 | $4,967+30.7% | $4,002+62.2% | $4,869+33.3% |
| Participant deferral / active EE | $2,259 | $5,543-59.3% | $4,797-52.9% | $5,287-57.3% |
| Admin fee / account holder | $1,004 | $10,846-90.7% | $8,520-88.2% | $10,132-90.1% |