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 | $116,116 | $69,518+67.0% | $59,878+93.9% | $135,375-14.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 9.32% | 7.94%+1.4pp | 3.46%+5.9pp | 519.73%-510.4pp |
| Employer contribution / active EE | $3,162 | $3,235-2.3% | $2,722+16.2% | $4,779-33.8% |
| Participant deferral / active EE | $5,793 | $4,206+37.7% | $3,402+70.3% | $5,609+3.3% |
| Admin fee / account holder | $4,895 | $5,734-14.6% | $3,590+36.3% | $10,827-54.8% |