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 | $102,849 | $67,606+52.1% | $82,313+24.9% | $70,131+46.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 12.41% | 21.57%-9.2pp | 25.88%-13.5pp | 73.14%-60.7pp |
| Employer contribution / active EE | $1,558 | $1,755-11.2% | $2,428-35.9% | $2,342-33.5% |
| Participant deferral / active EE | $6,335 | $2,987+112.1% | $3,706+70.9% | $3,332+90.1% |
| Admin fee / account holder | $3,136 | $4,512-30.5% | $5,608-44.1% | $4,645-32.5% |