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 | $118,486 | $99,341+19.3% | $84,750+39.8% | $273,961-56.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.46% | 22.93%-14.5pp | 22.78%-14.3pp | 41.45%-33.0pp |
| Employer contribution / active EE | $3,947 | $4,214-6.3% | $3,574+10.4% | $4,869-18.9% |
| Participant deferral / active EE | $8,578 | $4,269+100.9% | $3,712+131.1% | $5,287+62.2% |
| Admin fee / account holder | $9,637 | $6,644+45.0% | $5,332+80.7% | $10,132-4.9% |