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 | $86,003 | $99,341-13.4% | $84,750+1.5% | $273,961-68.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.82% | 22.93%-14.1pp | 22.78%-14.0pp | 41.45%-32.6pp |
| Employer contribution / active EE | $3,135 | $4,214-25.6% | $3,574-12.3% | $4,869-35.6% |
| Participant deferral / active EE | $7,568 | $4,269+77.3% | $3,712+103.9% | $5,287+43.1% |
| Admin fee / account holder | $712 | $6,644-89.3% | $5,332-86.6% | $10,132-93.0% |