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 | $93,886 | $109,359-14.1% | $162,163-42.1% | $72,985+28.6% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 25.80% | 25.46%+0.3pp | 115.59%-89.8pp | 81.00%-55.2pp |
| Employer contribution / active EE | $1,967 | $3,907-49.7% | $5,614-65.0% | $2,440-19.4% |
| Participant deferral / active EE | $5,898 | $5,481+7.6% | $7,298-19.2% | $3,607+63.5% |
| Admin fee / account holder | $5,311 | $7,972-33.4% | $10,843-51.0% | $5,124+3.6% |