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 | $119,813 | $109,413+9.5% | $156,263-23.3% | $84,808+41.3% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 14.21% | 20.18%-6.0pp | 59.47%-45.3pp | 40.90%-26.7pp |
| Employer contribution / active EE | $2,271 | $2,907-21.9% | $4,333-47.6% | $2,631-13.7% |
| Participant deferral / active EE | $4,513 | $4,590-1.7% | $6,158-26.7% | $4,212+7.2% |
| Admin fee / account holder | $6,087 | $9,357-34.9% | $14,255-57.3% | $7,344-17.1% |