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 | $61,779 | $65,685-5.9% | $57,179+8.0% | $273,961-77.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 12.94% | 21.99%-9.0pp | 14.59%-1.6pp | 41.45%-28.5pp |
| Employer contribution / active EE | $2,393 | $3,279-27.0% | $2,682-10.8% | $4,869-50.8% |
| Participant deferral / active EE | $5,791 | $3,782+53.1% | $3,096+87.0% | $5,287+9.5% |
| Admin fee / account holder | $3,324 | $4,835-31.2% | $3,139+5.9% | $10,132-67.2% |