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 | $86,908 | $96,557-10.0% | $80,975+7.3% | $273,961-68.3% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 14.01% | 15.14%-1.1pp | 17.10%-3.1pp | 41.45%-27.4pp |
| Employer contribution / active EE | $6,173 | $4,868+26.8% | $3,714+66.2% | $4,869+26.8% |
| Participant deferral / active EE | $1,691 | $6,598-74.4% | $5,696-70.3% | $5,287-68.0% |
| Admin fee / account holder | $1,962 | $7,492-73.8% | $5,516-64.4% | $10,132-80.6% |