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 | $109,919 | $109,413+0.5% | $156,263-29.7% | $84,808+29.6% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 16.72% | 20.18%-3.5pp | 59.47%-42.7pp | 40.90%-24.2pp |
| Employer contribution / active EE | $4,931 | $2,907+69.6% | $4,333+13.8% | $2,631+87.4% |
| Participant deferral / active EE | $5,439 | $4,590+18.5% | $6,158-11.7% | $4,212+29.2% |
| Admin fee / account holder | $14,166 | $9,357+51.4% | $14,255-0.6% | $7,344+92.9% |