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 | $56,541 | $87,841-35.6% | $133,980-57.8% | $62,891-10.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 8.34% | 12.05%-3.7pp | 29.30%-21.0pp | 20.14%-11.8pp |
| Employer contribution / active EE | $6,100 | $3,483+75.2% | $5,211+17.1% | $2,281+167.5% |
| Participant deferral / active EE | $7,106 | $4,812+47.7% | $6,282+13.1% | $3,203+121.9% |
| Admin fee / account holder | $2,008 | $5,371-62.6% | $9,324-78.5% | $4,296-53.2% |