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 | $84,349 | $88,707-4.9% | $74,183+13.7% | $273,961-69.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 2.85% | 11.94%-9.1pp | 17.74%-14.9pp | 41.45%-38.6pp |
| Employer contribution / active EE | $3,716 | $3,159+17.6% | $2,370+56.8% | $4,869-23.7% |
| Participant deferral / active EE | $7,612 | $4,212+80.7% | $3,550+114.4% | $5,287+44.0% |
| Admin fee / account holder | $2,934 | $8,717-66.3% | $5,586-47.5% | $10,132-71.0% |