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 | $111,371 | $99,341+12.1% | $84,750+31.4% | $273,961-59.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 9.17% | 22.93%-13.8pp | 22.78%-13.6pp | 41.45%-32.3pp |
| Employer contribution / active EE | $1,542 | $4,214-63.4% | $3,574-56.9% | $4,869-68.3% |
| Participant deferral / active EE | $7,675 | $4,269+79.8% | $3,712+106.8% | $5,287+45.2% |
| Admin fee / account holder | $1,885 | $6,644-71.6% | $5,332-64.6% | $10,132-81.4% |