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 | $107,805 | $87,841+22.7% | $133,980-19.5% | $62,891+71.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 8.64% | 12.05%-3.4pp | 29.30%-20.7pp | 20.14%-11.5pp |
| Employer contribution / active EE | $2,149 | $3,483-38.3% | $5,211-58.8% | $2,281-5.8% |
| Participant deferral / active EE | $5,139 | $4,812+6.8% | $6,282-18.2% | $3,203+60.4% |
| Admin fee / account holder | $25,653 | $5,371+377.6% | $9,324+175.1% | $4,296+497.2% |