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 | $78,157 | $86,922-10.1% | $102,438-23.7% | $80,874-3.4% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 13.56% | 18.90%-5.3pp | 29.37%-15.8pp | 35.62%-22.1pp |
| Employer contribution / active EE | $2,631 | $2,369+11.0% | $3,024-13.0% | $2,756-4.5% |
| Participant deferral / active EE | $3,767 | $4,119-8.5% | $5,054-25.5% | $4,297-12.3% |
| Admin fee / account holder | $7,730 | $8,050-4.0% | $9,448-18.2% | $6,935+11.5% |