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 | $95,455 | $90,503+5.5% | $78,689+21.3% | $273,961-65.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 2.85% | 75.60%-72.8pp | 62.18%-59.3pp | 41.45%-38.6pp |
| Employer contribution / active EE | $2,181 | $3,176-31.3% | $2,851-23.5% | $4,869-55.2% |
| Participant deferral / active EE | $2,460 | $3,901-36.9% | $3,517-30.1% | $5,287-53.5% |
| Admin fee / account holder | $1,113 | $5,263-78.9% | $4,510-75.3% | $10,132-89.0% |