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 | $110,598 | $132,239-16.4% | $105,722+4.6% | $273,961-59.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 10.11% | 10.07%0pp | 12.25%-2.1pp | 41.45%-31.3pp |
| Employer contribution / active EE | $8,269 | $4,867+69.9% | $4,079+102.7% | $4,869+69.8% |
| Participant deferral / active EE | $11,002 | $6,233+76.5% | $5,326+106.6% | $5,287+108.1% |
| Admin fee / account holder | $4,277 | $12,032-64.5% | $8,308-48.5% | $10,132-57.8% |