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 | $121,693 | $96,956+25.5% | $70,014+73.8% | $273,961-55.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 8.92% | 12.93%-4.0pp | 12.99%-4.1pp | 41.45%-32.5pp |
| Employer contribution / active EE | $2,053 | $3,316-38.1% | $2,338-12.2% | $4,869-57.8% |
| Participant deferral / active EE | $4,122 | $3,744+10.1% | $2,931+40.6% | $5,287-22.0% |
| Admin fee / account holder | $6,534 | $7,934-17.6% | $4,380+49.2% | $10,132-35.5% |