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 | $48,994 | $63,355-22.7% | $91,989-46.7% | $72,985-32.9% |
| Participation rate | 100.0% | 72.5%+27.5pp | 78.6%+21.4pp | 69.5%+30.5pp |
| Annual return | 28.15% | 35.35%-7.2pp | 69.02%-40.9pp | 81.00%-52.9pp |
| Employer contribution / active EE | $2,121 | $2,116+0.3% | $3,452-38.5% | $2,440-13.1% |
| Participant deferral / active EE | $4,086 | $4,883-16.3% | $5,923-31.0% | $3,607+13.3% |
| Admin fee / account holder | $4,886 | $4,668+4.7% | $7,743-36.9% | $5,124-4.6% |