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 | $76,752 | $135,952-43.5% | $123,892-38.0% | $273,961-72.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.23% | 56.63%-50.4pp | 47.52%-41.3pp | 41.45%-35.2pp |
| Employer contribution / active EE | $2,196 | $5,170-57.5% | $4,617-52.4% | $4,869-54.9% |
| Participant deferral / active EE | $5,996 | $6,343-5.5% | $5,984+0.2% | $5,287+13.4% |
| Admin fee / account holder | $21,687 | $9,817+120.9% | $8,357+159.5% | $10,132+114.0% |