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 | $96,641 | $109,413-11.7% | $156,263-38.2% | $84,808+14.0% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 15.12% | 20.18%-5.1pp | 59.47%-44.3pp | 40.90%-25.8pp |
| Employer contribution / active EE | $1,818 | $2,907-37.5% | $4,333-58.0% | $2,631-30.9% |
| Participant deferral / active EE | $4,450 | $4,590-3.1% | $6,158-27.7% | $4,212+5.7% |
| Admin fee / account holder | $2,363 | $9,357-74.7% | $14,255-83.4% | $7,344-67.8% |