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 | $81,655 | $101,763-19.8% | $164,866-50.5% | $80,874+1.0% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 13.17% | 16.73%-3.6pp | 69.97%-56.8pp | 35.62%-22.4pp |
| Employer contribution / active EE | $4,100 | $2,954+38.8% | $4,343-5.6% | $2,756+48.8% |
| Participant deferral / active EE | $6,315 | $4,477+41.1% | $6,033+4.7% | $4,297+47.0% |
| Admin fee / account holder | $9,635 | $8,228+17.1% | $12,689-24.1% | $6,935+38.9% |