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 | $105,991 | $59,839+77.1% | $81,983+29.3% | $79,858+32.7% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.2%+30.8pp | 69.6%+30.4pp |
| Annual return | 17.99% | 17.56%+0.4pp | 41.31%-23.3pp | 31.71%-13.7pp |
| Employer contribution / active EE | $1,625 | $1,713-5.2% | $2,498-34.9% | $2,471-34.2% |
| Participant deferral / active EE | $2,220 | $2,695-17.6% | $3,722-40.4% | $3,740-40.6% |
| Admin fee / account holder | $6,026 | $4,287+40.5% | $5,664+6.4% | $5,306+13.6% |