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 | $62,517 | $135,952-54.0% | $123,892-49.5% | $273,961-77.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.09% | 56.63%-50.5pp | 47.52%-41.4pp | 41.45%-35.4pp |
| Employer contribution / active EE | $5,179 | $5,170+0.2% | $4,617+12.2% | $4,869+6.4% |
| Participant deferral / active EE | $7,192 | $6,343+13.4% | $5,984+20.2% | $5,287+36.0% |
| Admin fee / account holder | $1,891 | $9,817-80.7% | $8,357-77.4% | $10,132-81.3% |