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 | $101,649 | $95,803+6.1% | $113,168-10.2% | $84,808+19.9% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 17.15% | 25.00%-7.9pp | 24.27%-7.1pp | 40.90%-23.8pp |
| Employer contribution / active EE | $4,868 | $2,360+106.3% | $2,975+63.6% | $2,631+85.0% |
| Participant deferral / active EE | $4,436 | $4,242+4.6% | $5,107-13.1% | $4,212+5.3% |
| Admin fee / account holder | $3,383 | $8,989-62.4% | $12,068-72.0% | $7,344-53.9% |