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 | $78,308 | $123,793-36.7% | $177,821-56.0% | $79,858-1.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 14.75% | 22.82%-8.1pp | 48.32%-33.6pp | 31.71%-17.0pp |
| Employer contribution / active EE | $5,944 | $4,095+45.1% | $5,918+0.4% | $2,471+140.6% |
| Participant deferral / active EE | $5,304 | $5,956-11.0% | $7,714-31.2% | $3,740+41.8% |
| Admin fee / account holder | $951 | $7,243-86.9% | $12,427-92.3% | $5,306-82.1% |