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 | $86,386 | $127,065-32.0% | $113,168-23.7% | $142,382-39.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 18.02% | 24.03%-6.0pp | 24.27%-6.2pp | 217.08%-199.1pp |
| Employer contribution / active EE | $3,335 | $3,442-3.1% | $2,975+12.1% | $4,299-22.4% |
| Participant deferral / active EE | $8,736 | $5,716+52.8% | $5,107+71.1% | $6,507+34.3% |
| Admin fee / account holder | $1,016 | $15,736-93.5% | $12,068-91.6% | $12,624-91.9% |