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 | $118,936 | $138,347-14.0% | $184,203-35.4% | $80,856+47.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 18.22% | 20.02%-1.8pp | 28.81%-10.6pp | 35.59%-17.4pp |
| Employer contribution / active EE | $2,241 | $4,850-53.8% | $6,427-65.1% | $2,755-18.6% |
| Participant deferral / active EE | $7,120 | $7,071+0.7% | $9,131-22.0% | $4,296+65.7% |
| Admin fee / account holder | $1,975 | $10,483-81.2% | $13,901-85.8% | $6,918-71.5% |