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 | $61,919 | $94,625-34.6% | $116,228-46.7% | $84,808-27.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 13.72% | 20.40%-6.7pp | 90.06%-76.3pp | 40.90%-27.2pp |
| Employer contribution / active EE | $2,058 | $2,347-12.3% | $2,994-31.3% | $2,631-21.8% |
| Participant deferral / active EE | $3,570 | $3,972-10.1% | $4,953-27.9% | $4,212-15.2% |
| Admin fee / account holder | $3,312 | $10,091-67.2% | $11,989-72.4% | $7,344-54.9% |