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 | $90,148 | $109,413-17.6% | $156,263-42.3% | $84,808+6.3% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 17.79% | 20.18%-2.4pp | 59.47%-41.7pp | 40.90%-23.1pp |
| Employer contribution / active EE | $2,731 | $2,907-6.0% | $4,333-37.0% | $2,631+3.8% |
| Participant deferral / active EE | $7,310 | $4,590+59.3% | $6,158+18.7% | $4,212+73.6% |
| Admin fee / account holder | $4,710 | $9,357-49.7% | $14,255-67.0% | $7,344-35.9% |