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 | $79,193 | $88,707-10.7% | $74,183+6.8% | $273,961-71.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.46% | 11.94%-5.5pp | 17.74%-11.3pp | 41.45%-35.0pp |
| Employer contribution / active EE | $29,021 | $3,159+818.6% | $2,370+1124.5% | $4,869+496.1% |
| Participant deferral / active EE | $4,225 | $4,212+0.3% | $3,550+19.0% | $5,287-20.1% |
| Admin fee / account holder | $756 | $8,717-91.3% | $5,586-86.5% | $10,132-92.5% |