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 | $67,554 | $90,503-25.4% | $78,689-14.2% | $273,961-75.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 10.46% | 75.60%-65.1pp | 62.18%-51.7pp | 41.45%-31.0pp |
| Employer contribution / active EE | $7,527 | $3,176+137.0% | $2,851+164.0% | $4,869+54.6% |
| Participant deferral / active EE | $4,136 | $3,901+6.0% | $3,517+17.6% | $5,287-21.8% |
| Admin fee / account holder | $859 | $5,263-83.7% | $4,510-81.0% | $10,132-91.5% |