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 | $81,741 | $81,248+0.6% | $155,509-47.4% | $80,856+1.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 13.65% | 33.31%-19.7pp | 64.67%-51.0pp | 35.59%-21.9pp |
| Employer contribution / active EE | $3,693 | $3,100+19.1% | $4,672-21.0% | $2,755+34.1% |
| Participant deferral / active EE | $3,634 | $3,452+5.3% | $5,626-35.4% | $4,296-15.4% |
| Admin fee / account holder | $4,457 | $7,997-44.3% | $15,912-72.0% | $6,918-35.6% |