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 | $74,132 | $80,717-8.2% | $154,803-52.1% | $84,808-12.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 13.82% | 37.96%-24.1pp | 58.88%-45.1pp | 40.90%-27.1pp |
| Employer contribution / active EE | $3,033 | $2,761+9.8% | $4,305-29.5% | $2,631+15.3% |
| Participant deferral / active EE | $2,454 | $3,303-25.7% | $5,540-55.7% | $4,212-41.7% |
| Admin fee / account holder | $3,271 | $6,746-51.5% | $14,329-77.2% | $7,344-55.5% |