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 | $115,705 | $123,793-6.5% | $177,821-34.9% | $79,858+44.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 21.17% | 22.82%-1.6pp | 48.32%-27.1pp | 31.71%-10.5pp |
| Employer contribution / active EE | $2,095 | $4,095-48.8% | $5,918-64.6% | $2,471-15.2% |
| Participant deferral / active EE | $4,203 | $5,956-29.4% | $7,714-45.5% | $3,740+12.4% |
| Admin fee / account holder | $10,482 | $7,243+44.7% | $12,427-15.7% | $5,306+97.5% |