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 | $130,038 | $138,347-6.0% | $184,203-29.4% | $80,856+60.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 11.53% | 20.02%-8.5pp | 28.81%-17.3pp | 35.59%-24.1pp |
| Employer contribution / active EE | $1,589 | $4,850-67.2% | $6,427-75.3% | $2,755-42.3% |
| Participant deferral / active EE | $6,155 | $7,071-13.0% | $9,131-32.6% | $4,296+43.3% |
| Admin fee / account holder | $8,088 | $10,483-22.8% | $13,901-41.8% | $6,918+16.9% |