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 | $83,913 | $96,557-13.1% | $80,975+3.6% | $273,961-69.4% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 7.31% | 15.14%-7.8pp | 17.10%-9.8pp | 41.45%-34.1pp |
| Employer contribution / active EE | $4,229 | $4,868-13.1% | $3,714+13.9% | $4,869-13.1% |
| Participant deferral / active EE | $10,780 | $6,598+63.4% | $5,696+89.2% | $5,287+103.9% |
| Admin fee / account holder | $16,076 | $7,492+114.6% | $5,516+191.5% | $10,132+58.7% |