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 | $82,128 | $84,233-2.5% | $170,442-51.8% | $70,131+17.1% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 16.05% | 23.06%-7.0pp | 205.93%-189.9pp | 73.14%-57.1pp |
| Employer contribution / active EE | $3,651 | $3,387+7.8% | $5,433-32.8% | $2,342+55.9% |
| Participant deferral / active EE | $3,839 | $3,086+24.4% | $4,939-22.3% | $3,332+15.2% |
| Admin fee / account holder | $8,151 | $5,698+43.1% | $13,880-41.3% | $4,645+75.5% |