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 | $103,736 | $90,503+14.6% | $78,689+31.8% | $273,961-62.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.49% | 75.60%-70.1pp | 62.18%-56.7pp | 41.45%-36.0pp |
| Employer contribution / active EE | $1,825 | $3,176-42.5% | $2,851-36.0% | $4,869-62.5% |
| Participant deferral / active EE | $7,014 | $3,901+79.8% | $3,517+99.4% | $5,287+32.7% |
| Admin fee / account holder | $2,630 | $5,263-50.0% | $4,510-41.7% | $10,132-74.0% |