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 | $120,087 | $181,894-34.0% | $156,549-23.3% | $273,961-56.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.09% | 30.74%-24.6pp | 32.23%-26.1pp | 41.45%-35.4pp |
| Employer contribution / active EE | $6,471 | $6,248+3.6% | $5,501+17.6% | $4,869+32.9% |
| Participant deferral / active EE | $6,328 | $5,550+14.0% | $4,871+29.9% | $5,287+19.7% |
| Admin fee / account holder | $573 | $15,559-96.3% | $13,027-95.6% | $10,132-94.3% |