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 | $103,332 | $115,882-10.8% | $100,516+2.8% | $158,922-35.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 11.12% | 34.79%-23.7pp | 30.89%-19.8pp | 302.83%-291.7pp |
| Employer contribution / active EE | $3,243 | $4,103-21.0% | $3,418-5.1% | $4,761-31.9% |
| Participant deferral / active EE | $8,544 | $6,674+28.0% | $6,270+36.3% | $5,982+42.8% |
| Admin fee / account holder | $6,725 | $10,995-38.8% | $8,081-16.8% | $11,246-40.2% |