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 | $86,059 | $109,359-21.3% | $162,163-46.9% | $72,985+17.9% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 21.46% | 25.46%-4.0pp | 115.59%-94.1pp | 81.00%-59.5pp |
| Employer contribution / active EE | $2,979 | $3,907-23.8% | $5,614-46.9% | $2,440+22.1% |
| Participant deferral / active EE | $4,237 | $5,481-22.7% | $7,298-41.9% | $3,607+17.4% |
| Admin fee / account holder | $4,762 | $7,972-40.3% | $10,843-56.1% | $5,124-7.1% |