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 | $103,900 | $123,793-16.1% | $177,821-41.6% | $79,858+30.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 15.32% | 22.82%-7.5pp | 48.32%-33.0pp | 31.71%-16.4pp |
| Employer contribution / active EE | $2,953 | $4,095-27.9% | $5,918-50.1% | $2,471+19.5% |
| Participant deferral / active EE | $4,693 | $5,956-21.2% | $7,714-39.2% | $3,740+25.5% |
| Admin fee / account holder | $643 | $7,243-91.1% | $12,427-94.8% | $5,306-87.9% |