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 | $124,927 | $109,359+14.2% | $162,163-23.0% | $72,985+71.2% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 21.24% | 25.46%-4.2pp | 115.59%-94.4pp | 81.00%-59.8pp |
| Employer contribution / active EE | $1,886 | $3,907-51.7% | $5,614-66.4% | $2,440-22.7% |
| Participant deferral / active EE | $3,517 | $5,481-35.8% | $7,298-51.8% | $3,607-2.5% |
| Admin fee / account holder | $3,972 | $7,972-50.2% | $10,843-63.4% | $5,124-22.5% |