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 | $99,229 | $109,413-9.3% | $156,263-36.5% | $84,808+17.0% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 14.93% | 20.18%-5.2pp | 59.47%-44.5pp | 40.90%-26.0pp |
| Employer contribution / active EE | $2,898 | $2,907-0.3% | $4,333-33.1% | $2,631+10.1% |
| Participant deferral / active EE | $5,781 | $4,590+26.0% | $6,158-6.1% | $4,212+37.3% |
| Admin fee / account holder | $13,077 | $9,357+39.8% | $14,255-8.3% | $7,344+78.1% |