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 | $168,215 | $131,893+27.5% | $303,047-44.5% | $116,875+43.9% |
| Participation rate | 100.0% | 79.5%+20.5pp | 87.1%+12.9pp | 74.5%+25.5pp |
| Annual return | 14.79% | 15.41%-0.6pp | 2.47%+12.3pp | 16.29%-1.5pp |
| Employer contribution / active EE | $2,906 | $3,467-16.2% | $7,418-60.8% | $3,288-11.6% |
| Participant deferral / active EE | $5,345 | $4,183+27.8% | $5,070+5.4% | $3,885+37.6% |
| Admin fee / account holder | $3,959 | $14,721-73.1% | $39,333-89.9% | $12,263-67.7% |