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 | $115,890 | $181,894-36.3% | $156,549-26.0% | $273,961-57.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.04% | 30.74%-25.7pp | 32.23%-27.2pp | 41.45%-36.4pp |
| Employer contribution / active EE | $6,178 | $6,248-1.1% | $5,501+12.3% | $4,869+26.9% |
| Participant deferral / active EE | $5,562 | $5,550+0.2% | $4,871+14.2% | $5,287+5.2% |
| Admin fee / account holder | $12,000 | $15,559-22.9% | $13,027-7.9% | $10,132+18.4% |