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 | $90,455 | $93,071-2.8% | $74,583+21.3% | $273,961-67.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 8.93% | 26.18%-17.2pp | 20.47%-11.5pp | 41.45%-32.5pp |
| Employer contribution / active EE | $9,011 | $3,160+185.2% | $2,525+256.9% | $4,869+85.1% |
| Participant deferral / active EE | $3,747 | $4,160-9.9% | $3,458+8.4% | $5,287-29.1% |
| Admin fee / account holder | $2,623 | $5,272-50.2% | $4,138-36.6% | $10,132-74.1% |