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 | $87,601 | $93,346-6.2% | $71,796+22.0% | $273,961-68.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 1.75% | 130.39%-128.6pp | 78.04%-76.3pp | 41.45%-39.7pp |
| Employer contribution / active EE | $2,629 | $2,733-3.8% | $1,924+36.6% | $4,869-46.0% |
| Participant deferral / active EE | $2,334 | $3,475-32.8% | $2,794-16.5% | $5,287-55.9% |
| Admin fee / account holder | $5,097 | $6,571-22.4% | $4,815+5.9% | $10,132-49.7% |