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 | $110,709 | $106,749+3.7% | $145,433-23.9% | $82,448+34.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 19.11% | 27.59%-8.5pp | 66.58%-47.5pp | 41.64%-22.5pp |
| Employer contribution / active EE | $3,962 | $3,444+15.0% | $4,554-13.0% | $2,551+55.3% |
| Participant deferral / active EE | $6,817 | $6,519+4.6% | $7,897-13.7% | $4,139+64.7% |
| Admin fee / account holder | $7,889 | $8,390-6.0% | $13,129-39.9% | $7,234+9.0% |