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 | $67,476 | $65,685+2.7% | $57,179+18.0% | $273,961-75.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 5.87% | 21.99%-16.1pp | 14.59%-8.7pp | 41.45%-35.6pp |
| Employer contribution / active EE | $4,925 | $3,279+50.2% | $2,682+83.6% | $4,869+1.2% |
| Participant deferral / active EE | $5,471 | $3,782+44.7% | $3,096+76.7% | $5,287+3.5% |
| Admin fee / account holder | $329 | $4,835-93.2% | $3,139-89.5% | $10,132-96.8% |