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 | $105,924 | $91,190+16.2% | $178,490-40.7% | $79,858+32.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 12.41% | 24.19%-11.8pp | 151.07%-138.7pp | 31.71%-19.3pp |
| Employer contribution / active EE | $3,576 | $3,256+9.8% | $5,011-28.6% | $2,471+44.7% |
| Participant deferral / active EE | $2,884 | $3,236-10.9% | $5,202-44.6% | $3,740-22.9% |
| Admin fee / account holder | $7,566 | $6,751+12.1% | $13,984-45.9% | $5,306+42.6% |