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 | $102,577 | $118,450-13.4% | $98,439+4.2% | $139,434-26.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 22.66% | 18.94%+3.7pp | 21.16%+1.5pp | 372.94%-350.3pp |
| Employer contribution / active EE | $3,006 | $3,609-16.7% | $3,048-1.4% | $4,751-36.7% |
| Participant deferral / active EE | $6,669 | $5,392+23.7% | $4,738+40.8% | $6,710-0.6% |
| Admin fee / account holder | $1,104 | $14,026-92.1% | $8,948-87.7% | $11,403-90.3% |