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 | $118,794 | $138,347-14.1% | $184,203-35.5% | $80,856+46.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 12.31% | 20.02%-7.7pp | 28.81%-16.5pp | 35.59%-23.3pp |
| Employer contribution / active EE | $3,359 | $4,850-30.7% | $6,427-47.7% | $2,755+21.9% |
| Participant deferral / active EE | $5,353 | $7,071-24.3% | $9,131-41.4% | $4,296+24.6% |
| Admin fee / account holder | $1,833 | $10,483-82.5% | $13,901-86.8% | $6,918-73.5% |