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 | $191,947 | $211,958-9.4% | $169,463+13.3% | $135,375+41.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 6.04% | 3.26%+2.8pp | 1.83%+4.2pp | 519.73%-513.7pp |
| Employer contribution / active EE | $3,949 | $5,120-22.9% | $4,159-5.0% | $4,779-17.4% |
| Participant deferral / active EE | $8,171 | $6,075+34.5% | $5,277+54.9% | $5,609+45.7% |
| Admin fee / account holder | $17,317 | $11,471+51.0% | $9,109+90.1% | $10,827+59.9% |