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 | $103,253 | $109,413-5.6% | $156,263-33.9% | $84,808+21.7% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 16.65% | 20.18%-3.5pp | 59.47%-42.8pp | 40.90%-24.2pp |
| Employer contribution / active EE | $8,737 | $2,907+200.5% | $4,333+101.6% | $2,631+232.1% |
| Participant deferral / active EE | $4,506 | $4,590-1.8% | $6,158-26.8% | $4,212+7.0% |
| Admin fee / account holder | $5,345 | $9,357-42.9% | $14,255-62.5% | $7,344-27.2% |