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 | $78,059 | $136,307-42.7% | $106,619-26.8% | $273,961-71.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 8.52% | 11.05%-2.5pp | 9.42%-0.9pp | 41.45%-32.9pp |
| Employer contribution / active EE | $5,045 | $5,190-2.8% | $3,947+27.8% | $4,869+3.6% |
| Participant deferral / active EE | $4,224 | $4,969-15.0% | $3,930+7.5% | $5,287-20.1% |
| Admin fee / account holder | $1,981 | $8,625-77.0% | $6,418-69.1% | $10,132-80.5% |