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 | $88,328 | $90,503-2.4% | $78,689+12.2% | $273,961-67.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.80% | 75.60%-69.8pp | 62.18%-56.4pp | 41.45%-35.7pp |
| Employer contribution / active EE | $9,593 | $3,176+202.1% | $2,851+236.5% | $4,869+97.0% |
| Participant deferral / active EE | $7,749 | $3,901+98.6% | $3,517+120.3% | $5,287+46.6% |
| Admin fee / account holder | $3,172 | $5,263-39.7% | $4,510-29.7% | $10,132-68.7% |