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 | $128,825 | $101,724+26.6% | $164,813-21.8% | $80,856+59.3% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 11.84% | 16.72%-4.9pp | 69.93%-58.1pp | 35.59%-23.8pp |
| Employer contribution / active EE | $1,790 | $2,953-39.4% | $4,341-58.8% | $2,755-35.0% |
| Participant deferral / active EE | $4,208 | $4,477-6.0% | $6,031-30.2% | $4,296-2.0% |
| Admin fee / account holder | $14,155 | $8,227+72.0% | $12,690+11.5% | $6,918+104.6% |