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 | $109,416 | $60,892+79.7% | $82,389+32.8% | $84,808+29.0% |
| Participation rate | 100.0% | 63.3%+36.7pp | 69.5%+30.5pp | 68.3%+31.7pp |
| Annual return | 15.71% | 37.29%-21.6pp | 28.67%-13.0pp | 40.90%-25.2pp |
| Employer contribution / active EE | $2,535 | $1,779+42.5% | $2,517+0.7% | $2,631-3.6% |
| Participant deferral / active EE | $1,450 | $3,179-54.4% | $4,155-65.1% | $4,212-65.6% |
| Admin fee / account holder | $4,853 | $5,467-11.2% | $7,231-32.9% | $7,344-33.9% |