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 | $52,758 | $89,698-41.2% | $103,476-49.0% | $80,856-34.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 80.5%+19.5pp | 67.6%+32.4pp |
| Annual return | 15.84% | 22.78%-6.9pp | 23.90%-8.1pp | 35.59%-19.8pp |
| Employer contribution / active EE | $4,223 | $4,018+5.1% | $4,672-9.6% | $2,755+53.3% |
| Participant deferral / active EE | $6,906 | $5,456+26.6% | $6,623+4.3% | $4,296+60.8% |
| Admin fee / account holder | $8,238 | $6,768+21.7% | $9,413-12.5% | $6,918+19.1% |