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 | $106,929 | $96,557+10.7% | $80,975+32.1% | $273,961-61.0% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 13.19% | 15.14%-2.0pp | 17.10%-3.9pp | 41.45%-28.3pp |
| Employer contribution / active EE | $2,189 | $4,868-55.0% | $3,714-41.1% | $4,869-55.0% |
| Participant deferral / active EE | $5,913 | $6,598-10.4% | $5,696+3.8% | $5,287+11.8% |
| Admin fee / account holder | $9,468 | $7,492+26.4% | $5,516+71.7% | $10,132-6.6% |