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 | $134,428 | $138,347-2.8% | $184,203-27.0% | $80,856+66.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 14.01% | 20.02%-6.0pp | 28.81%-14.8pp | 35.59%-21.6pp |
| Employer contribution / active EE | $3,115 | $4,850-35.8% | $6,427-51.5% | $2,755+13.1% |
| Participant deferral / active EE | $7,844 | $7,071+10.9% | $9,131-14.1% | $4,296+82.6% |
| Admin fee / account holder | $2,378 | $10,483-77.3% | $13,901-82.9% | $6,918-65.6% |