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 | $106,750 | $85,766+24.5% | $136,294-21.7% | $70,131+52.2% |
| Participation rate | 80.0% | 74.2%+5.8pp | 81.9%-1.9pp | 69.5%+10.5pp |
| Annual return | 16.93% | 31.45%-14.5pp | 5155.94%-5139.0pp | 73.14%-56.2pp |
| Employer contribution / active EE | $2,954 | $2,966-0.4% | $4,695-37.1% | $2,342+26.1% |
| Participant deferral / active EE | $6,130 | $5,051+21.4% | $6,247-1.9% | $3,332+84.0% |
| Admin fee / account holder | $3,353 | $5,420-38.1% | $9,243-63.7% | $4,645-27.8% |