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 | $88,119 | $96,956-9.1% | $70,014+25.9% | $273,961-67.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 6.98% | 12.93%-6.0pp | 12.99%-6.0pp | 41.45%-34.5pp |
| Employer contribution / active EE | $11,613 | $3,316+250.2% | $2,338+396.6% | $4,869+138.5% |
| Participant deferral / active EE | $9,643 | $3,744+157.6% | $2,931+229.0% | $5,287+82.4% |
| Admin fee / account holder | $842 | $7,934-89.4% | $4,380-80.8% | $10,132-91.7% |