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 | $128,955 | $131,893-2.2% | $303,047-57.4% | $116,875+10.3% |
| Participation rate | 100.0% | 79.5%+20.5pp | 87.1%+12.9pp | 74.5%+25.5pp |
| Annual return | 15.07% | 15.41%-0.3pp | 2.47%+12.6pp | 16.29%-1.2pp |
| Employer contribution / active EE | $2,309 | $3,467-33.4% | $7,418-68.9% | $3,288-29.8% |
| Participant deferral / active EE | $5,446 | $4,183+30.2% | $5,070+7.4% | $3,885+40.2% |
| Admin fee / account holder | $4,917 | $14,721-66.6% | $39,333-87.5% | $12,263-59.9% |