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 | $126,636+1.8% | $312,151-58.7% | $116,462+10.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 89.1%+10.9pp | 74.7%+25.3pp |
| Annual return | 15.07% | 15.31%-0.2pp | 1.82%+13.3pp | 15.65%-0.6pp |
| Employer contribution / active EE | $2,309 | $3,444-33.0% | $8,031-71.3% | $3,231-28.6% |
| Participant deferral / active EE | $5,446 | $4,369+24.7% | $5,370+1.4% | $3,836+42.0% |
| Admin fee / account holder | $4,917 | $16,098-69.5% | $51,799-90.5% | $12,754-61.5% |