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 | $74,269 | $153,772-51.7% | $133,980-44.6% | $273,961-72.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.42% | 36.51%-31.1pp | 29.30%-23.9pp | 41.45%-36.0pp |
| Employer contribution / active EE | $8,295 | $6,029+37.6% | $5,211+59.2% | $4,869+70.4% |
| Participant deferral / active EE | $4,239 | $6,958-39.1% | $6,282-32.5% | $5,287-19.8% |
| Admin fee / account holder | $4,637 | $11,765-60.6% | $9,324-50.3% | $10,132-54.2% |