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 | $60,928 | $83,337-26.9% | $67,834-10.2% | $273,961-77.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 7.24% | 259.45%-252.2pp | 138.47%-131.2pp | 41.45%-34.2pp |
| Employer contribution / active EE | $3,982 | $3,287+21.1% | $2,403+65.7% | $4,869-18.2% |
| Participant deferral / active EE | $4,397 | $4,088+7.6% | $3,160+39.2% | $5,287-16.8% |
| Admin fee / account holder | $7,158 | $6,752+6.0% | $4,622+54.9% | $10,132-29.4% |