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 | $88,107 | $107,452-18.0% | $91,541-3.8% | $142,382-38.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 15.94% | 22.06%-6.1pp | 20.50%-4.6pp | 217.08%-201.1pp |
| Employer contribution / active EE | $2,280 | $2,994-23.8% | $2,505-9.0% | $4,299-47.0% |
| Participant deferral / active EE | $8,667 | $4,754+82.3% | $4,008+116.3% | $6,507+33.2% |
| Admin fee / account holder | $5,077 | $8,834-42.5% | $6,956-27.0% | $12,624-59.8% |