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 | $63,391 | $109,359-42.0% | $162,163-60.9% | $72,985-13.1% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 18.74% | 25.46%-6.7pp | 115.59%-96.9pp | 81.00%-62.3pp |
| Employer contribution / active EE | $3,572 | $3,907-8.6% | $5,614-36.4% | $2,440+46.4% |
| Participant deferral / active EE | $2,661 | $5,481-51.5% | $7,298-63.5% | $3,607-26.2% |
| Admin fee / account holder | $5,564 | $7,972-30.2% | $10,843-48.7% | $5,124+8.6% |