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 | $94,794 | $135,952-30.3% | $123,892-23.5% | $273,961-65.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.42% | 56.63%-50.2pp | 47.52%-41.1pp | 41.45%-35.0pp |
| Employer contribution / active EE | $5,171 | $5,1700% | $4,617+12.0% | $4,869+6.2% |
| Participant deferral / active EE | $11,102 | $6,343+75.0% | $5,984+85.5% | $5,287+110.0% |
| Admin fee / account holder | $5,441 | $9,817-44.6% | $8,357-34.9% | $10,132-46.3% |