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 | $95,519 | $95,803-0.3% | $113,168-15.6% | $84,808+12.6% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 14.17% | 25.00%-10.8pp | 24.27%-10.1pp | 40.90%-26.7pp |
| Employer contribution / active EE | $2,356 | $2,360-0.2% | $2,975-20.8% | $2,631-10.5% |
| Participant deferral / active EE | $6,141 | $4,242+44.8% | $5,107+20.3% | $4,212+45.8% |
| Admin fee / account holder | $3,523 | $8,989-60.8% | $12,068-70.8% | $7,344-52.0% |