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 | $105,780 | $43,723+141.9% | $121,196-12.7% | $64,186+64.8% |
| Participation rate | 100.0% | 58.3%+41.7pp | 71.7%+28.3pp | 69.6%+30.4pp |
| Annual return | 7.07% | 68.91%-61.8pp | 16.93%-9.9pp | 7.63%-0.6pp |
| Employer contribution / active EE | $1,209 | $1,296-6.7% | $4,022-69.9% | $2,381-49.2% |
| Participant deferral / active EE | $1,223 | $2,280-46.3% | $3,344-63.4% | $3,470-64.7% |
| Admin fee / account holder | $3,567 | $3,501+1.9% | $5,019-28.9% | $4,888-27.0% |