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 | $100,152 | $93,071+7.6% | $74,583+34.3% | $273,961-63.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 6.02% | 26.18%-20.2pp | 20.47%-14.4pp | 41.45%-35.4pp |
| Employer contribution / active EE | $7,081 | $3,160+124.1% | $2,525+180.4% | $4,869+45.4% |
| Participant deferral / active EE | $15,266 | $4,160+267.0% | $3,458+341.5% | $5,287+188.7% |
| Admin fee / account holder | $7,004 | $5,272+32.8% | $4,138+69.3% | $10,132-30.9% |