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 | $116,975 | $67,606+73.0% | $82,313+42.1% | $70,131+66.8% |
| Participation rate | 85.7% | 72.8%+12.9pp | 76.9%+8.8pp | 69.5%+16.2pp |
| Annual return | 26.31% | 21.57%+4.7pp | 25.88%+0.4pp | 73.14%-46.8pp |
| Employer contribution / active EE | $428 | $1,755-75.6% | $2,428-82.4% | $2,342-81.7% |
| Participant deferral / active EE | $3,399 | $2,987+13.8% | $3,706-8.3% | $3,332+2.0% |
| Admin fee / account holder | $14,848 | $4,512+229.1% | $5,608+164.8% | $4,645+219.6% |