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 | $99,292 | $96,956+2.4% | $70,014+41.8% | $273,961-63.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 2.88% | 12.93%-10.1pp | 12.99%-10.1pp | 41.45%-38.6pp |
| Employer contribution / active EE | $2,781 | $3,316-16.1% | $2,338+18.9% | $4,869-42.9% |
| Participant deferral / active EE | $5,646 | $3,744+50.8% | $2,931+92.7% | $5,287+6.8% |
| Admin fee / account holder | $5,522 | $7,934-30.4% | $4,380+26.1% | $10,132-45.5% |