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 | $106,682 | $92,222+15.7% | $76,768+39.0% | $135,375-21.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 9.31% | 5.46%+3.8pp | 2.43%+6.9pp | 519.73%-510.4pp |
| Employer contribution / active EE | $2,622 | $3,216-18.5% | $2,485+5.5% | $4,779-45.1% |
| Participant deferral / active EE | $2,993 | $4,509-33.6% | $3,852-22.3% | $5,609-46.6% |
| Admin fee / account holder | $5,772 | $10,748-46.3% | $6,675-13.5% | $10,827-46.7% |