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 | $84,020 | $70,475+19.2% | $100,516-16.4% | $79,858+5.2% |
| Participation rate | 100.0% | 73.7%+26.3pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | 14.33% | 21.90%-7.6pp | 30.89%-16.6pp | 31.71%-17.4pp |
| Employer contribution / active EE | $1,262 | $2,165-41.7% | $3,418-63.1% | $2,471-48.9% |
| Participant deferral / active EE | $6,353 | $5,181+22.6% | $6,270+1.3% | $3,740+69.9% |
| Admin fee / account holder | $9,443 | $4,478+110.9% | $8,081+16.9% | $5,306+78.0% |