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 | $87,111 | $95,193-8.5% | $76,523+13.8% | $135,375-35.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | 11.29% | 4.85%+6.4pp | -0.27%+11.6pp | 519.73%-508.4pp |
| Employer contribution / active EE | $2,569 | $3,302-22.2% | $2,647-2.9% | $4,779-46.2% |
| Participant deferral / active EE | $5,552 | $4,639+19.7% | $3,835+44.7% | $5,609-1.0% |
| Admin fee / account holder | $8,066 | $6,249+29.1% | $4,848+66.4% | $10,827-25.5% |