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 | $64,072 | $181,894-64.8% | $156,549-59.1% | $273,961-76.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.44% | 30.74%-25.3pp | 32.23%-26.8pp | 41.45%-36.0pp |
| Employer contribution / active EE | $7,061 | $6,248+13.0% | $5,501+28.4% | $4,869+45.0% |
| Participant deferral / active EE | $6,857 | $5,550+23.6% | $4,871+40.8% | $5,287+29.7% |
| Admin fee / account holder | $493 | $15,559-96.8% | $13,027-96.2% | $10,132-95.1% |