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 | $138,535 | $215,361-35.7% | $171,082-19.0% | $273,961-49.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 4.40% | 25.14%-20.7pp | 32.56%-28.2pp | 41.45%-37.0pp |
| Employer contribution / active EE | $4,658 | $4,967-6.2% | $4,002+16.4% | $4,869-4.3% |
| Participant deferral / active EE | $8,770 | $5,543+58.2% | $4,797+82.8% | $5,287+65.9% |
| Admin fee / account holder | $1,022 | $10,846-90.6% | $8,520-88.0% | $10,132-89.9% |