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 | $116,542 | $148,978-21.8% | $200,582-41.9% | $84,808+37.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 17.50% | 28.16%-10.7pp | 42.33%-24.8pp | 40.90%-23.4pp |
| Employer contribution / active EE | $3,534 | $4,815-26.6% | $6,419-44.9% | $2,631+34.3% |
| Participant deferral / active EE | $4,650 | $7,142-34.9% | $9,331-50.2% | $4,212+10.4% |
| Admin fee / account holder | $1,303 | $13,977-90.7% | $16,305-92.0% | $7,344-82.3% |