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 | $134,564 | $88,583+51.9% | $88,497+52.1% | $273,961-50.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.4%+17.6pp | 83.0%+17.0pp |
| Annual return | 5.38% | 5.68%-0.3pp | 7.63%-2.2pp | 41.45%-36.1pp |
| Employer contribution / active EE | $5,031 | $4,502+11.7% | $4,036+24.6% | $4,869+3.3% |
| Participant deferral / active EE | $5,230 | $4,891+6.9% | $4,899+6.8% | $5,287-1.1% |
| Admin fee / account holder | $1,395 | $8,980-84.5% | $6,220-77.6% | $10,132-86.2% |