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 | $90,762 | $86,922+4.4% | $102,438-11.4% | $80,874+12.2% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 10.77% | 18.90%-8.1pp | 29.37%-18.6pp | 35.62%-24.8pp |
| Employer contribution / active EE | $2,591 | $2,369+9.4% | $3,024-14.3% | $2,756-6.0% |
| Participant deferral / active EE | $5,214 | $4,119+26.6% | $5,054+3.2% | $4,297+21.3% |
| Admin fee / account holder | $1,187 | $8,050-85.2% | $9,448-87.4% | $6,935-82.9% |