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 | $87,840 | $118,450-25.8% | $98,439-10.8% | $139,434-37.0% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 13.65% | 18.94%-5.3pp | 21.16%-7.5pp | 372.94%-359.3pp |
| Employer contribution / active EE | $2,532 | $3,609-29.9% | $3,048-16.9% | $4,751-46.7% |
| Participant deferral / active EE | $3,370 | $5,392-37.5% | $4,738-28.9% | $6,710-49.8% |
| Admin fee / account holder | $17,590 | $14,026+25.4% | $8,948+96.6% | $11,403+54.3% |