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 | $146,267-37.3% | $197,124-53.4% | $82,448+11.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 19.39% | 29.61%-10.2pp | 44.34%-25.0pp | 41.64%-22.2pp |
| Employer contribution / active EE | $4,719 | $4,723-0.1% | $6,227-24.2% | $2,551+85.0% |
| Participant deferral / active EE | $4,118 | $7,035-41.5% | $9,135-54.9% | $4,139-0.5% |
| Admin fee / account holder | $4,118 | $14,422-71.4% | $16,298-74.7% | $7,234-43.1% |