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 | $159,979 | $90,503+76.8% | $78,689+103.3% | $273,961-41.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 2.41% | 75.60%-73.2pp | 62.18%-59.8pp | 41.45%-39.0pp |
| Employer contribution / active EE | $2,767 | $3,176-12.9% | $2,851-2.9% | $4,869-43.2% |
| Participant deferral / active EE | $7,063 | $3,901+81.0% | $3,517+100.8% | $5,287+33.6% |
| Admin fee / account holder | $4,708 | $5,263-10.6% | $4,510+4.4% | $10,132-53.5% |