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 | $111,865 | $99,341+12.6% | $84,750+32.0% | $273,961-59.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.80% | 22.93%-17.1pp | 22.78%-17.0pp | 41.45%-35.7pp |
| Employer contribution / active EE | $4,412 | $4,214+4.7% | $3,574+23.4% | $4,869-9.4% |
| Participant deferral / active EE | $1,040 | $4,269-75.6% | $3,712-72.0% | $5,287-80.3% |
| Admin fee / account holder | $1,494 | $6,644-77.5% | $5,332-72.0% | $10,132-85.3% |