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 | $94,400 | $123,793-23.7% | $177,821-46.9% | $79,858+18.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 14.80% | 22.82%-8.0pp | 48.32%-33.5pp | 31.71%-16.9pp |
| Employer contribution / active EE | $3,856 | $4,095-5.9% | $5,918-34.9% | $2,471+56.0% |
| Participant deferral / active EE | $4,988 | $5,956-16.3% | $7,714-35.3% | $3,740+33.4% |
| Admin fee / account holder | $7,179 | $7,243-0.9% | $12,427-42.2% | $5,306+35.3% |