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 | $106,933 | $99,341+7.6% | $84,750+26.2% | $273,961-61.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 9.26% | 22.93%-13.7pp | 22.78%-13.5pp | 41.45%-32.2pp |
| Employer contribution / active EE | $3,548 | $4,214-15.8% | $3,574-0.7% | $4,869-27.1% |
| Participant deferral / active EE | $1,934 | $4,269-54.7% | $3,712-47.9% | $5,287-63.4% |
| Admin fee / account holder | $921 | $6,644-86.1% | $5,332-82.7% | $10,132-90.9% |