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 | $94,347 | $99,985-5.6% | $146,665-35.7% | $85,850+9.9% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 15.86% | 18.93%-3.1pp | 22.74%-6.9pp | 318.53%-302.7pp |
| Employer contribution / active EE | $2,628 | $2,559+2.7% | $4,136-36.5% | $2,565+2.5% |
| Participant deferral / active EE | $2,392 | $4,006-40.3% | $5,506-56.5% | $3,952-39.5% |
| Admin fee / account holder | $11,977 | $7,702+55.5% | $10,280+16.5% | $6,260+91.3% |