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 | $106,600 | $148,978-28.4% | $200,582-46.9% | $84,808+25.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 16.08% | 28.16%-12.1pp | 42.33%-26.3pp | 40.90%-24.8pp |
| Employer contribution / active EE | $4,404 | $4,815-8.5% | $6,419-31.4% | $2,631+67.4% |
| Participant deferral / active EE | $8,741 | $7,142+22.4% | $9,331-6.3% | $4,212+107.5% |
| Admin fee / account holder | $4,628 | $13,977-66.9% | $16,305-71.6% | $7,344-37.0% |