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 | $100,070 | $109,881-8.9% | $150,045-33.3% | $84,808+18.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 17.82% | 28.25%-10.4pp | 62.55%-44.7pp | 40.90%-23.1pp |
| Employer contribution / active EE | $3,115 | $3,561-12.5% | $4,693-33.6% | $2,631+18.4% |
| Participant deferral / active EE | $7,850 | $6,636+18.3% | $7,997-1.8% | $4,212+86.4% |
| Admin fee / account holder | $9,485 | $8,568+10.7% | $13,435-29.4% | $7,344+29.2% |