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 8-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 | $102,055 | $106,749-4.4% | $145,433-29.8% | $82,448+23.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 18.77% | 27.59%-8.8pp | 66.58%-47.8pp | 41.64%-22.9pp |
| Employer contribution / active EE | $2,978 | $3,444-13.5% | $4,554-34.6% | $2,551+16.7% |
| Participant deferral / active EE | $6,542 | $6,519+0.4% | $7,897-17.2% | $4,139+58.1% |
| Admin fee / account holder | $1,924 | $8,390-77.1% | $13,129-85.3% | $7,234-73.4% |