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 | $103,803 | $81,248+27.8% | $155,509-33.2% | $80,856+28.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 12.42% | 33.31%-20.9pp | 64.67%-52.2pp | 35.59%-23.2pp |
| Employer contribution / active EE | $2,674 | $3,100-13.7% | $4,672-42.8% | $2,755-2.9% |
| Participant deferral / active EE | $5,388 | $3,452+56.1% | $5,626-4.2% | $4,296+25.4% |
| Admin fee / account holder | $973 | $7,997-87.8% | $15,912-93.9% | $6,918-85.9% |