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 | $91,054 | $84,233+8.1% | $170,442-46.6% | $70,131+29.8% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 13.70% | 23.06%-9.4pp | 205.93%-192.2pp | 73.14%-59.4pp |
| Employer contribution / active EE | $2,585 | $3,387-23.7% | $5,433-52.4% | $2,342+10.4% |
| Participant deferral / active EE | $5,714 | $3,086+85.2% | $4,939+15.7% | $3,332+71.5% |
| Admin fee / account holder | $4,938 | $5,698-13.3% | $13,880-64.4% | $4,645+6.3% |