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 | $92,857 | $93,071-0.2% | $74,583+24.5% | $273,961-66.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 8.63% | 26.18%-17.6pp | 20.47%-11.8pp | 41.45%-32.8pp |
| Employer contribution / active EE | $16,906 | $3,160+435.1% | $2,525+569.5% | $4,869+247.2% |
| Participant deferral / active EE | $11,667 | $4,160+180.4% | $3,458+237.4% | $5,287+120.7% |
| Admin fee / account holder | $2,858 | $5,272-45.8% | $4,138-30.9% | $10,132-71.8% |