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 | $107,027 | $109,413-2.2% | $156,263-31.5% | $84,808+26.2% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 18.82% | 20.18%-1.4pp | 59.47%-40.7pp | 40.90%-22.1pp |
| Employer contribution / active EE | $2,110 | $2,907-27.4% | $4,333-51.3% | $2,631-19.8% |
| Participant deferral / active EE | $2,074 | $4,590-54.8% | $6,158-66.3% | $4,212-50.8% |
| Admin fee / account holder | $4,627 | $9,357-50.5% | $14,255-67.5% | $7,344-37.0% |