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 | $94,621 | $83,477+13.3% | $125,175-24.4% | $72,985+29.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 20.33% | 25.78%-5.4pp | 43.79%-23.5pp | 81.00%-60.7pp |
| Employer contribution / active EE | $2,027 | $2,345-13.6% | $3,865-47.6% | $2,440-16.9% |
| Participant deferral / active EE | $5,773 | $3,585+61.0% | $4,937+16.9% | $3,607+60.0% |
| Admin fee / account holder | $11,967 | $5,517+116.9% | $9,702+23.3% | $5,124+133.5% |