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 | $90,206 | $153,772-41.3% | $133,980-32.7% | $273,961-67.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 4.45% | 36.51%-32.1pp | 29.30%-24.9pp | 41.45%-37.0pp |
| Employer contribution / active EE | $2,353 | $6,029-61.0% | $5,211-54.8% | $4,869-51.7% |
| Participant deferral / active EE | $10,764 | $6,958+54.7% | $6,282+71.4% | $5,287+103.6% |
| Admin fee / account holder | $451 | $11,765-96.2% | $9,324-95.2% | $10,132-95.5% |