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 | $103,463 | $215,361-52.0% | $171,082-39.5% | $273,961-62.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 8.77% | 25.14%-16.4pp | 32.56%-23.8pp | 41.45%-32.7pp |
| Employer contribution / active EE | $5,120 | $4,967+3.1% | $4,002+27.9% | $4,869+5.2% |
| Participant deferral / active EE | $5,944 | $5,543+7.2% | $4,797+23.9% | $5,287+12.4% |
| Admin fee / account holder | $594 | $10,846-94.5% | $8,520-93.0% | $10,132-94.1% |