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 | $101,115 | $89,652+12.8% | $141,162-28.4% | $65,185+55.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 24.53% | 32.79%-8.3pp | 71.39%-46.9pp | 29.38%-4.9pp |
| Employer contribution / active EE | $3,381 | $3,065+10.3% | $4,735-28.6% | $2,177+55.3% |
| Participant deferral / active EE | $5,640 | $5,691-0.9% | $6,709-15.9% | $3,514+60.5% |
| Admin fee / account holder | $1,709 | $569+200.6% | $10,261-83.3% | $847+101.8% |