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 | $87,519 | $109,359-20.0% | $162,163-46.0% | $72,985+19.9% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 20.80% | 25.46%-4.7pp | 115.59%-94.8pp | 81.00%-60.2pp |
| Employer contribution / active EE | $3,310 | $3,907-15.3% | $5,614-41.0% | $2,440+35.7% |
| Participant deferral / active EE | $4,226 | $5,481-22.9% | $7,298-42.1% | $3,607+17.1% |
| Admin fee / account holder | $8,030 | $7,972+0.7% | $10,843-25.9% | $5,124+56.7% |