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 | $82,956 | $91,552-9.4% | $133,956-38.1% | $79,858+3.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 13.47% | 61.85%-48.4pp | 45.09%-31.6pp | 31.71%-18.2pp |
| Employer contribution / active EE | $2,739 | $2,384+14.9% | $3,919-30.1% | $2,471+10.8% |
| Participant deferral / active EE | $3,746 | $3,733+0.3% | $5,048-25.8% | $3,740+0.2% |
| Admin fee / account holder | $4,429 | $6,321-29.9% | $8,927-50.4% | $5,306-16.5% |