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 | $103,509 | $123,793-16.4% | $177,821-41.8% | $79,858+29.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 15.28% | 22.82%-7.5pp | 48.32%-33.0pp | 31.71%-16.4pp |
| Employer contribution / active EE | $2,708 | $4,095-33.9% | $5,918-54.2% | $2,471+9.6% |
| Participant deferral / active EE | $5,302 | $5,956-11.0% | $7,714-31.3% | $3,740+41.8% |
| Admin fee / account holder | $2,925 | $7,243-59.6% | $12,427-76.5% | $5,306-44.9% |