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 | $100,948 | $81,460+23.9% | $103,333-2.3% | $80,856+24.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 15.70% | 25.55%-9.8pp | 24.88%-9.2pp | 35.59%-19.9pp |
| Employer contribution / active EE | $2,153 | $3,105-30.7% | $3,868-44.3% | $2,755-21.9% |
| Participant deferral / active EE | $2,880 | $3,869-25.5% | $5,057-43.0% | $4,296-32.9% |
| Admin fee / account holder | $3,864 | $6,566-41.2% | $8,355-53.8% | $6,918-44.1% |