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 | $76,828 | $90,503-15.1% | $78,689-2.4% | $273,961-72.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.38% | 75.60%-68.2pp | 62.18%-54.8pp | 41.45%-34.1pp |
| Employer contribution / active EE | $12,327 | $3,176+288.2% | $2,851+332.4% | $4,869+153.2% |
| Participant deferral / active EE | $7,948 | $3,901+103.7% | $3,517+126.0% | $5,287+50.3% |
| Admin fee / account holder | $947 | $5,263-82.0% | $4,510-79.0% | $10,132-90.7% |