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 | $104,207 | $148,978-30.1% | $200,582-48.0% | $84,808+22.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 16.01% | 28.16%-12.1pp | 42.33%-26.3pp | 40.90%-24.9pp |
| Employer contribution / active EE | $2,733 | $4,815-43.2% | $6,419-57.4% | $2,631+3.9% |
| Participant deferral / active EE | $5,368 | $7,142-24.8% | $9,331-42.5% | $4,212+27.5% |
| Admin fee / account holder | $11,081 | $13,977-20.7% | $16,305-32.0% | $7,344+50.9% |