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 | $140,859 | $138,347+1.8% | $184,203-23.5% | $80,856+74.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 19.84% | 20.02%-0.2pp | 28.81%-9.0pp | 35.59%-15.8pp |
| Employer contribution / active EE | $3,206 | $4,850-33.9% | $6,427-50.1% | $2,755+16.4% |
| Participant deferral / active EE | $12,621 | $7,071+78.5% | $9,131+38.2% | $4,296+193.8% |
| Admin fee / account holder | $1,845 | $10,483-82.4% | $13,901-86.7% | $6,918-73.3% |