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 | $107,311 | $90,503+18.6% | $78,689+36.4% | $273,961-60.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.81% | 75.60%-69.8pp | 62.18%-56.4pp | 41.45%-35.6pp |
| Employer contribution / active EE | $10,502 | $3,176+230.7% | $2,851+268.4% | $4,869+115.7% |
| Participant deferral / active EE | $926 | $3,901-76.3% | $3,517-73.7% | $5,287-82.5% |
| Admin fee / account holder | $3,879 | $5,263-26.3% | $4,510-14.0% | $10,132-61.7% |