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 | $96,039 | $95,803+0.2% | $113,168-15.1% | $84,808+13.2% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 16.55% | 25.00%-8.5pp | 24.27%-7.7pp | 40.90%-24.3pp |
| Employer contribution / active EE | $3,117 | $2,360+32.1% | $2,975+4.8% | $2,631+18.5% |
| Participant deferral / active EE | $3,626 | $4,242-14.5% | $5,107-29.0% | $4,212-13.9% |
| Admin fee / account holder | $6,747 | $8,989-24.9% | $12,068-44.1% | $7,344-8.1% |