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 | $91,731 | $106,749-14.1% | $145,433-36.9% | $82,448+11.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 18.88% | 27.59%-8.7pp | 66.58%-47.7pp | 41.64%-22.8pp |
| Employer contribution / active EE | $3,200 | $3,444-7.1% | $4,554-29.7% | $2,551+25.4% |
| Participant deferral / active EE | $7,378 | $6,519+13.2% | $7,897-6.6% | $4,139+78.2% |
| Admin fee / account holder | $8,015 | $8,390-4.5% | $13,129-39.0% | $7,234+10.8% |