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 | $116,623 | $95,803+21.7% | $113,168+3.1% | $84,808+37.5% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 19.65% | 25.00%-5.4pp | 24.27%-4.6pp | 40.90%-21.2pp |
| Employer contribution / active EE | $2,426 | $2,360+2.8% | $2,975-18.5% | $2,631-7.8% |
| Participant deferral / active EE | $4,283 | $4,242+1.0% | $5,107-16.1% | $4,212+1.7% |
| Admin fee / account holder | $1,341 | $8,989-85.1% | $12,068-88.9% | $7,344-81.7% |