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 | $88,253 | $138,347-36.2% | $184,203-52.1% | $80,856+9.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 12.33% | 20.02%-7.7pp | 28.81%-16.5pp | 35.59%-23.3pp |
| Employer contribution / active EE | $5,338 | $4,850+10.1% | $6,427-16.9% | $2,755+93.8% |
| Participant deferral / active EE | $9,805 | $7,071+38.7% | $9,131+7.4% | $4,296+128.3% |
| Admin fee / account holder | $723 | $10,483-93.1% | $13,901-94.8% | $6,918-89.6% |