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 | $89,612 | $135,952-34.1% | $123,892-27.7% | $273,961-67.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.23% | 56.63%-48.4pp | 47.52%-39.3pp | 41.45%-33.2pp |
| Employer contribution / active EE | $30,988 | $5,170+499.4% | $4,617+571.2% | $4,869+536.5% |
| Participant deferral / active EE | $7,741 | $6,343+22.0% | $5,984+29.3% | $5,287+46.4% |
| Admin fee / account holder | $2,292 | $9,817-76.7% | $8,357-72.6% | $10,132-77.4% |