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 | $143,647 | $109,413+31.3% | $156,263-8.1% | $84,808+69.4% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 15.89% | 20.18%-4.3pp | 59.47%-43.6pp | 40.90%-25.0pp |
| Employer contribution / active EE | $1,895 | $2,907-34.8% | $4,333-56.3% | $2,631-28.0% |
| Participant deferral / active EE | $4,671 | $4,590+1.8% | $6,158-24.2% | $4,212+10.9% |
| Admin fee / account holder | $5,795 | $9,357-38.1% | $14,255-59.3% | $7,344-21.1% |