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 | $97,488 | $88,583+10.1% | $88,497+10.2% | $273,961-64.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.4%+17.6pp | 83.0%+17.0pp |
| Annual return | 7.28% | 5.68%+1.6pp | 7.63%-0.4pp | 41.45%-34.2pp |
| Employer contribution / active EE | $4,162 | $4,502-7.6% | $4,036+3.1% | $4,869-14.5% |
| Participant deferral / active EE | $3,575 | $4,891-26.9% | $4,899-27.0% | $5,287-32.4% |
| Admin fee / account holder | $4,202 | $8,980-53.2% | $6,220-32.4% | $10,132-58.5% |