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 | $100,560 | $148,978-32.5% | $200,582-49.9% | $84,808+18.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 26.95% | 28.16%-1.2pp | 42.33%-15.4pp | 40.90%-13.9pp |
| Employer contribution / active EE | $4,683 | $4,815-2.7% | $6,419-27.0% | $2,631+78.0% |
| Participant deferral / active EE | $10,109 | $7,142+41.5% | $9,331+8.3% | $4,212+140.0% |
| Admin fee / account holder | $2,233 | $13,977-84.0% | $16,305-86.3% | $7,344-69.6% |