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 | $118,087 | $153,772-23.2% | $133,980-11.9% | $273,961-56.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 10.42% | 36.51%-26.1pp | 29.30%-18.9pp | 41.45%-31.0pp |
| Employer contribution / active EE | $6,718 | $6,029+11.4% | $5,211+28.9% | $4,869+38.0% |
| Participant deferral / active EE | $9,519 | $6,958+36.8% | $6,282+51.5% | $5,287+80.0% |
| Admin fee / account holder | $569 | $11,765-95.2% | $9,324-93.9% | $10,132-94.4% |