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 | $101,621 | $109,413-7.1% | $156,263-35.0% | $84,808+19.8% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 20.96% | 20.18%+0.8pp | 59.47%-38.5pp | 40.90%-19.9pp |
| Employer contribution / active EE | $22,848 | $2,907+686.0% | $4,333+427.3% | $2,631+768.4% |
| Participant deferral / active EE | $6,986 | $4,590+52.2% | $6,158+13.4% | $4,212+65.9% |
| Admin fee / account holder | $4,611 | $9,357-50.7% | $14,255-67.7% | $7,344-37.2% |