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 | $95,208 | $104,974-9.3% | $95,585-0.4% | $142,382-33.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 16.23% | 210.33%-194.1pp | 38.56%-22.3pp | 217.08%-200.8pp |
| Employer contribution / active EE | $2,874 | $2,779+3.4% | $2,527+13.8% | $4,299-33.1% |
| Participant deferral / active EE | $5,845 | $4,352+34.3% | $4,023+45.3% | $6,507-10.2% |
| Admin fee / account holder | $5,489 | $6,386-14.0% | $6,127-10.4% | $12,624-56.5% |