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 | $35,620 | $135,952-73.8% | $123,892-71.2% | $273,961-87.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.58% | 56.63%-48.0pp | 47.52%-38.9pp | 41.45%-32.9pp |
| Employer contribution / active EE | $3,963 | $5,170-23.3% | $4,617-14.2% | $4,869-18.6% |
| Participant deferral / active EE | $6,497 | $6,343+2.4% | $5,984+8.6% | $5,287+22.9% |
| Admin fee / account holder | $9,468 | $9,817-3.6% | $8,357+13.3% | $10,132-6.5% |