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 | $103,040 | $153,772-33.0% | $133,980-23.1% | $273,961-62.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 12.61% | 36.51%-23.9pp | 29.30%-16.7pp | 41.45%-28.8pp |
| Employer contribution / active EE | $3,727 | $6,029-38.2% | $5,211-28.5% | $4,869-23.5% |
| Participant deferral / active EE | $6,226 | $6,958-10.5% | $6,282-0.9% | $5,287+17.7% |
| Admin fee / account holder | $20,085 | $11,765+70.7% | $9,324+115.4% | $10,132+98.2% |