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 | $113,809 | $109,359+4.1% | $162,163-29.8% | $72,985+55.9% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 23.72% | 25.46%-1.7pp | 115.59%-91.9pp | 81.00%-57.3pp |
| Employer contribution / active EE | $4,263 | $3,907+9.1% | $5,614-24.1% | $2,440+74.7% |
| Participant deferral / active EE | $3,112 | $5,481-43.2% | $7,298-57.4% | $3,607-13.7% |
| Admin fee / account holder | $1,743 | $7,972-78.1% | $10,843-83.9% | $5,124-66.0% |