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 | $65,778 | $81,460-19.3% | $103,333-36.3% | $80,856-18.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 12.78% | 25.55%-12.8pp | 24.88%-12.1pp | 35.59%-22.8pp |
| Employer contribution / active EE | $3,288 | $3,105+5.9% | $3,868-15.0% | $2,755+19.4% |
| Participant deferral / active EE | $7,018 | $3,869+81.4% | $5,057+38.8% | $4,296+63.4% |
| Admin fee / account holder | $2,378 | $6,566-63.8% | $8,355-71.5% | $6,918-65.6% |