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 | $97,299 | $105,630-7.9% | $87,507+11.2% | $273,961-64.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 11.07% | 12.25%-1.2pp | 12.21%-1.1pp | 41.45%-30.4pp |
| Employer contribution / active EE | $2,250 | $3,141-28.3% | $2,550-11.7% | $4,869-53.8% |
| Participant deferral / active EE | $4,817 | $3,601+33.8% | $3,149+53.0% | $5,287-8.9% |
| Admin fee / account holder | $10,868 | $4,781+127.3% | $4,221+157.5% | $10,132+7.3% |