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 | $176,387 | $138,385+27.5% | $184,200-4.2% | $80,874+118.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 11.71% | 20.02%-8.3pp | 28.80%-17.1pp | 35.62%-23.9pp |
| Employer contribution / active EE | $3,126 | $4,849-35.5% | $6,424-51.3% | $2,756+13.4% |
| Participant deferral / active EE | $5,545 | $7,073-21.6% | $9,132-39.3% | $4,297+29.0% |
| Admin fee / account holder | $1,469 | $10,483-86.0% | $13,907-89.4% | $6,935-78.8% |