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 | $100,948 | $105,630-4.4% | $87,507+15.4% | $273,961-63.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 5.36% | 12.25%-6.9pp | 12.21%-6.9pp | 41.45%-36.1pp |
| Employer contribution / active EE | $3,154 | $3,141+0.4% | $2,550+23.7% | $4,869-35.2% |
| Participant deferral / active EE | $4,666 | $3,601+29.6% | $3,149+48.2% | $5,287-11.8% |
| Admin fee / account holder | $23,774 | $4,781+397.3% | $4,221+463.3% | $10,132+134.6% |