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 | $91,766 | $148,978-38.4% | $200,582-54.2% | $84,808+8.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 19.39% | 28.16%-8.8pp | 42.33%-22.9pp | 40.90%-21.5pp |
| Employer contribution / active EE | $4,719 | $4,815-2.0% | $6,419-26.5% | $2,631+79.4% |
| Participant deferral / active EE | $4,118 | $7,142-42.3% | $9,331-55.9% | $4,212-2.2% |
| Admin fee / account holder | $4,118 | $13,977-70.5% | $16,305-74.7% | $7,344-43.9% |