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 | $121,185 | $153,772-21.2% | $133,980-9.6% | $273,961-55.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.81% | 36.51%-29.7pp | 29.30%-22.5pp | 41.45%-34.6pp |
| Employer contribution / active EE | $6,039 | $6,029+0.2% | $5,211+15.9% | $4,869+24.0% |
| Participant deferral / active EE | $13,581 | $6,958+95.2% | $6,282+116.2% | $5,287+156.9% |
| Admin fee / account holder | $17,163 | $11,765+45.9% | $9,324+84.1% | $10,132+69.4% |