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 | $87,573 | $90,503-3.2% | $78,689+11.3% | $273,961-68.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.47% | 75.60%-68.1pp | 62.18%-54.7pp | 41.45%-34.0pp |
| Employer contribution / active EE | $9,938 | $3,176+212.9% | $2,851+248.6% | $4,869+104.1% |
| Participant deferral / active EE | $5,817 | $3,901+49.1% | $3,517+65.4% | $5,287+10.0% |
| Admin fee / account holder | $411 | $5,263-92.2% | $4,510-90.9% | $10,132-95.9% |