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 | $108,264 | $136,307-20.6% | $106,619+1.5% | $273,961-60.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 11.24% | 11.05%+0.2pp | 9.42%+1.8pp | 41.45%-30.2pp |
| Employer contribution / active EE | $3,805 | $5,190-26.7% | $3,947-3.6% | $4,869-21.8% |
| Participant deferral / active EE | $8,642 | $4,969+73.9% | $3,930+119.9% | $5,287+63.5% |
| Admin fee / account holder | $462 | $8,625-94.6% | $6,418-92.8% | $10,132-95.4% |