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 | $92,092 | $95,453-3.5% | $112,040-17.8% | $82,448+11.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 18.80% | 23.92%-5.1pp | 24.52%-5.7pp | 41.64%-22.8pp |
| Employer contribution / active EE | $6,218 | $2,318+168.3% | $2,954+110.5% | $2,551+143.7% |
| Participant deferral / active EE | $3,064 | $4,224-27.4% | $5,098-39.9% | $4,139-26.0% |
| Admin fee / account holder | $1,886 | $9,013-79.1% | $12,098-84.4% | $7,234-73.9% |