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 | $119,781 | $93,071+28.7% | $74,583+60.6% | $273,961-56.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 5.89% | 26.18%-20.3pp | 20.47%-14.6pp | 41.45%-35.6pp |
| Employer contribution / active EE | $9,052 | $3,160+186.5% | $2,525+258.5% | $4,869+85.9% |
| Participant deferral / active EE | $7,620 | $4,160+83.2% | $3,458+120.4% | $5,287+44.1% |
| Admin fee / account holder | $1,440 | $5,272-72.7% | $4,138-65.2% | $10,132-85.8% |