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 | $94,998 | $75,963+25.1% | $97,995-3.1% | $70,131+35.5% |
| Participation rate | 100.0% | 77.0%+23.0pp | 82.4%+17.6pp | 69.5%+30.5pp |
| Annual return | 14.20% | 19.26%-5.1pp | 23.94%-9.7pp | 73.14%-58.9pp |
| Employer contribution / active EE | $3,596 | $3,278+9.7% | $4,158-13.5% | $2,342+53.5% |
| Participant deferral / active EE | $3,504 | $4,053-13.6% | $5,097-31.3% | $3,332+5.2% |
| Admin fee / account holder | $2,639 | $5,407-51.2% | $5,943-55.6% | $4,645-43.2% |