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 | $98,433 | $91,552+7.5% | $133,956-26.5% | $79,858+23.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 14.33% | 61.85%-47.5pp | 45.09%-30.8pp | 31.71%-17.4pp |
| Employer contribution / active EE | $2,885 | $2,384+21.0% | $3,919-26.4% | $2,471+16.7% |
| Participant deferral / active EE | $2,924 | $3,733-21.7% | $5,048-42.1% | $3,740-21.8% |
| Admin fee / account holder | $4,619 | $6,321-26.9% | $8,927-48.3% | $5,306-13.0% |