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 | $85,734 | $58,512+46.5% | $84,015+2.0% | $72,985+17.5% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 19.74% | 28.93%-9.2pp | 71.31%-51.6pp | 81.00%-61.3pp |
| Employer contribution / active EE | $2,002 | $1,163+72.1% | $1,983+0.9% | $2,440-18.0% |
| Participant deferral / active EE | $3,361 | $2,394+40.4% | $3,239+3.8% | $3,607-6.8% |
| Admin fee / account holder | $2,730 | $4,569-40.3% | $6,101-55.3% | $5,124-46.7% |