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 | $101,870 | $153,772-33.8% | $133,980-24.0% | $273,961-62.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.30% | 36.51%-31.2pp | 29.30%-24.0pp | 41.45%-36.2pp |
| Employer contribution / active EE | $3,909 | $6,029-35.2% | $5,211-25.0% | $4,869-19.7% |
| Participant deferral / active EE | $5,703 | $6,958-18.0% | $6,282-9.2% | $5,287+7.9% |
| Admin fee / account holder | $12,501 | $11,765+6.3% | $9,324+34.1% | $10,132+23.4% |