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 | $91,118 | $116,875-22.0% | $146,762-37.9% | $116,875-22.0% |
| Participation rate | 85.7% | 74.5%+11.2pp | 81.7%+4.0pp | 74.5%+11.2pp |
| Annual return | 19.36% | 16.29%+3.1pp | -2.96%+22.3pp | 16.29%+3.1pp |
| Employer contribution / active EE | $3,862 | $3,288+17.5% | $3,453+11.8% | $3,288+17.5% |
| Participant deferral / active EE | $6,652 | $3,885+71.2% | $3,550+87.4% | $3,885+71.2% |
| Admin fee / account holder | $13,019 | $12,263+6.2% | $14,221-8.4% | $12,263+6.2% |