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 | $108,250 | $109,881-1.5% | $150,045-27.9% | $84,808+27.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 15.08% | 28.25%-13.2pp | 62.55%-47.5pp | 40.90%-25.8pp |
| Employer contribution / active EE | $2,387 | $3,561-33.0% | $4,693-49.1% | $2,631-9.3% |
| Participant deferral / active EE | $8,070 | $6,636+21.6% | $7,997+0.9% | $4,212+91.6% |
| Admin fee / account holder | $9,954 | $8,568+16.2% | $13,435-25.9% | $7,344+35.5% |