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 | $103,268 | $80,968+27.5% | $96,544+7.0% | $75,163+37.4% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 15.65% | 27.06%-11.4pp | 25.84%-10.2pp | 160.62%-145.0pp |
| Employer contribution / active EE | $2,288 | $2,282+0.3% | $2,965-22.8% | $2,670-14.3% |
| Participant deferral / active EE | $3,883 | $3,928-1.1% | $4,851-19.9% | $4,125-5.9% |
| Admin fee / account holder | $5,880 | $6,724-12.6% | $8,252-28.7% | $5,651+4.1% |