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 | $96,287 | $88,707+8.5% | $74,183+29.8% | $273,961-64.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.26% | 11.94%-3.7pp | 17.74%-9.5pp | 41.45%-33.2pp |
| Employer contribution / active EE | $9,794 | $3,159+210.0% | $2,370+313.2% | $4,869+101.2% |
| Participant deferral / active EE | $6,400 | $4,212+52.0% | $3,550+80.3% | $5,287+21.0% |
| Admin fee / account holder | $27,278 | $8,717+212.9% | $5,586+388.4% | $10,132+169.2% |