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 | $117,964 | $181,894-35.1% | $156,549-24.6% | $273,961-56.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.50% | 30.74%-22.2pp | 32.23%-23.7pp | 41.45%-33.0pp |
| Employer contribution / active EE | $7,363 | $6,248+17.8% | $5,501+33.8% | $4,869+51.2% |
| Participant deferral / active EE | $3,874 | $5,550-30.2% | $4,871-20.5% | $5,287-26.7% |
| Admin fee / account holder | $496 | $15,559-96.8% | $13,027-96.2% | $10,132-95.1% |