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 | $88,781 | $105,630-16.0% | $87,507+1.5% | $273,961-67.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 34.18% | 12.25%+21.9pp | 12.21%+22.0pp | 41.45%-7.3pp |
| Employer contribution / active EE | $3,362 | $3,141+7.0% | $2,550+31.8% | $4,869-31.0% |
| Participant deferral / active EE | $10,347 | $3,601+187.3% | $3,149+228.6% | $5,287+95.7% |
| Admin fee / account holder | $700 | $4,781-85.4% | $4,221-83.4% | $10,132-93.1% |