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 | $105,338 | $139,421-24.4% | $239,577-56.0% | $116,462-9.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.1%+17.9pp | 74.7%+25.3pp |
| Annual return | 13.53% | 15.58%-2.0pp | -0.70%+14.2pp | 15.65%-2.1pp |
| Employer contribution / active EE | $4,280 | $4,487-4.6% | $7,232-40.8% | $3,231+32.4% |
| Participant deferral / active EE | $5,428 | $4,296+26.3% | $5,676-4.4% | $3,836+41.5% |
| Admin fee / account holder | $8,788 | $21,515-59.2% | $19,315-54.5% | $12,754-31.1% |