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 | $80,183 | $93,571-14.3% | $135,903-41.0% | $75,163+6.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 19.91% | 30.90%-11.0pp | 68.23%-48.3pp | 160.62%-140.7pp |
| Employer contribution / active EE | $3,102 | $3,537-12.3% | $4,856-36.1% | $2,670+16.2% |
| Participant deferral / active EE | $6,128 | $6,404-4.3% | $7,758-21.0% | $4,125+48.5% |
| Admin fee / account holder | $3,098 | $6,975-55.6% | $10,762-71.2% | $5,651-45.2% |