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 | $131,512 | $153,772-14.5% | $133,980-1.8% | $273,961-52.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 7.48% | 36.51%-29.0pp | 29.30%-21.8pp | 41.45%-34.0pp |
| Employer contribution / active EE | $4,176 | $6,029-30.7% | $5,211-19.9% | $4,869-14.2% |
| Participant deferral / active EE | $3,913 | $6,958-43.8% | $6,282-37.7% | $5,287-26.0% |
| Admin fee / account holder | $10,009 | $11,765-14.9% | $9,324+7.3% | $10,132-1.2% |