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 | $78,971 | $92,222-14.4% | $76,768+2.9% | $135,375-41.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 6.98% | 5.46%+1.5pp | 2.43%+4.6pp | 519.73%-512.8pp |
| Employer contribution / active EE | $4,003 | $3,216+24.5% | $2,485+61.1% | $4,779-16.2% |
| Participant deferral / active EE | $4,779 | $4,509+6.0% | $3,852+24.1% | $5,609-14.8% |
| Admin fee / account holder | $1,347 | $10,748-87.5% | $6,675-79.8% | $10,827-87.6% |