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 | $139,039 | $123,793+12.3% | $177,821-21.8% | $79,858+74.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 14.16% | 22.82%-8.7pp | 48.32%-34.2pp | 31.71%-17.6pp |
| Employer contribution / active EE | $1,894 | $4,095-53.7% | $5,918-68.0% | $2,471-23.3% |
| Participant deferral / active EE | $4,284 | $5,956-28.1% | $7,714-44.5% | $3,740+14.6% |
| Admin fee / account holder | $3,707 | $7,243-48.8% | $12,427-70.2% | $5,306-30.1% |