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 | $80,956 | $148,978-45.7% | $200,582-59.6% | $84,808-4.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 16.89% | 28.16%-11.3pp | 42.33%-25.4pp | 40.90%-24.0pp |
| Employer contribution / active EE | $4,348 | $4,815-9.7% | $6,419-32.3% | $2,631+65.3% |
| Participant deferral / active EE | $4,375 | $7,142-38.8% | $9,331-53.1% | $4,212+3.9% |
| Admin fee / account holder | $3,626 | $13,977-74.1% | $16,305-77.8% | $7,344-50.6% |