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 | $97,368 | $102,605-5.1% | $145,661-33.2% | $84,808+14.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 77.2%+22.8pp | 68.3%+31.7pp |
| Annual return | 16.23% | 26.50%-10.3pp | 101.46%-85.2pp | 40.90%-24.7pp |
| Employer contribution / active EE | $2,406 | $3,325-27.6% | $4,238-43.2% | $2,631-8.5% |
| Participant deferral / active EE | $4,228 | $5,750-26.5% | $7,198-41.3% | $4,212+0.4% |
| Admin fee / account holder | $21,965 | $8,758+150.8% | $12,466+76.2% | $7,344+199.1% |