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 | $118,643 | $95,803+23.8% | $113,168+4.8% | $84,808+39.9% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 15.08% | 25.00%-9.9pp | 24.27%-9.2pp | 40.90%-25.8pp |
| Employer contribution / active EE | $2,741 | $2,360+16.1% | $2,975-7.9% | $2,631+4.2% |
| Participant deferral / active EE | $7,287 | $4,242+71.8% | $5,107+42.7% | $4,212+73.0% |
| Admin fee / account holder | $4,070 | $8,989-54.7% | $12,068-66.3% | $7,344-44.6% |