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 | $97,777 | $99,341-1.6% | $84,750+15.4% | $273,961-64.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.95% | 22.93%-15.0pp | 22.78%-14.8pp | 41.45%-33.5pp |
| Employer contribution / active EE | $3,854 | $4,214-8.5% | $3,574+7.8% | $4,869-20.8% |
| Participant deferral / active EE | $5,732 | $4,269+34.2% | $3,712+54.4% | $5,287+8.4% |
| Admin fee / account holder | $651 | $6,644-90.2% | $5,332-87.8% | $10,132-93.6% |