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 | $100,083 | $93,071+7.5% | $74,583+34.2% | $273,961-63.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 8.95% | 26.18%-17.2pp | 20.47%-11.5pp | 41.45%-32.5pp |
| Employer contribution / active EE | $806 | $3,160-74.5% | $2,525-68.1% | $4,869-83.5% |
| Participant deferral / active EE | $3,020 | $4,160-27.4% | $3,458-12.7% | $5,287-42.9% |
| Admin fee / account holder | $373 | $5,272-92.9% | $4,138-91.0% | $10,132-96.3% |