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 | $86,017 | $95,803-10.2% | $113,168-24.0% | $84,808+1.4% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 15.18% | 25.00%-9.8pp | 24.27%-9.1pp | 40.90%-25.7pp |
| Employer contribution / active EE | $2,406 | $2,360+2.0% | $2,975-19.1% | $2,631-8.5% |
| Participant deferral / active EE | $5,006 | $4,242+18.0% | $5,107-2.0% | $4,212+18.9% |
| Admin fee / account holder | $1,414 | $8,989-84.3% | $12,068-88.3% | $7,344-80.7% |