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 | $135,799 | $138,347-1.8% | $184,203-26.3% | $80,856+68.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 16.06% | 20.02%-4.0pp | 28.81%-12.8pp | 35.59%-19.5pp |
| Employer contribution / active EE | $4,699 | $4,850-3.1% | $6,427-26.9% | $2,755+70.6% |
| Participant deferral / active EE | $6,982 | $7,071-1.3% | $9,131-23.5% | $4,296+62.5% |
| Admin fee / account holder | $5,320 | $10,483-49.3% | $13,901-61.7% | $6,918-23.1% |