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 | $116,559 | $108,825+7.1% | $156,181-25.4% | $82,448+41.4% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 18.14% | 20.59%-2.4pp | 64.87%-46.7pp | 41.64%-23.5pp |
| Employer contribution / active EE | $985 | $2,870-65.7% | $4,294-77.1% | $2,551-61.4% |
| Participant deferral / active EE | $7,348 | $4,577+60.5% | $6,132+19.8% | $4,139+77.5% |
| Admin fee / account holder | $7,737 | $9,341-17.2% | $14,586-47.0% | $7,234+6.9% |