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 | $50,844 | $78,422-35.2% | $95,952-47.0% | $79,858-36.3% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 22.38% | 19.37%+3.0pp | 91.61%-69.2pp | 31.71%-9.3pp |
| Employer contribution / active EE | $1,771 | $1,945-9.0% | $2,541-30.3% | $2,471-28.3% |
| Participant deferral / active EE | $3,768 | $3,440+9.5% | $4,167-9.6% | $3,740+0.7% |
| Admin fee / account holder | $1,768 | $5,622-68.5% | $6,795-74.0% | $5,306-66.7% |