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 | $93,848 | $135,952-31.0% | $123,892-24.3% | $273,961-65.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 11.65% | 56.63%-45.0pp | 47.52%-35.9pp | 41.45%-29.8pp |
| Employer contribution / active EE | $1,791 | $5,170-65.4% | $4,617-61.2% | $4,869-63.2% |
| Participant deferral / active EE | $6,606 | $6,343+4.2% | $5,984+10.4% | $5,287+24.9% |
| Admin fee / account holder | $8,906 | $9,817-9.3% | $8,357+6.6% | $10,132-12.1% |