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 | $100,426 | $101,724-1.3% | $164,813-39.1% | $80,856+24.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 13.25% | 16.72%-3.5pp | 69.93%-56.7pp | 35.59%-22.3pp |
| Employer contribution / active EE | $3,466 | $2,953+17.3% | $4,341-20.2% | $2,755+25.8% |
| Participant deferral / active EE | $8,510 | $4,477+90.1% | $6,031+41.1% | $4,296+98.1% |
| Admin fee / account holder | $2,904 | $8,227-64.7% | $12,690-77.1% | $6,918-58.0% |