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 | $62,291 | $181,894-65.8% | $156,549-60.2% | $273,961-77.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.29% | 30.74%-25.5pp | 32.23%-26.9pp | 41.45%-36.2pp |
| Employer contribution / active EE | $6,322 | $6,248+1.2% | $5,501+14.9% | $4,869+29.8% |
| Participant deferral / active EE | $5,209 | $5,550-6.2% | $4,871+6.9% | $5,287-1.5% |
| Admin fee / account holder | $1,639 | $15,559-89.5% | $13,027-87.4% | $10,132-83.8% |