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 | $86,936 | $85,766+1.4% | $136,294-36.2% | $70,131+24.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 14.30% | 31.45%-17.2pp | 5155.94%-5141.6pp | 73.14%-58.8pp |
| Employer contribution / active EE | $3,977 | $2,966+34.1% | $4,695-15.3% | $2,342+69.8% |
| Participant deferral / active EE | $4,005 | $5,051-20.7% | $6,247-35.9% | $3,332+20.2% |
| Admin fee / account holder | $2,019 | $5,420-62.7% | $9,243-78.2% | $4,645-56.5% |