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 | $78,106 | $80,717-3.2% | $154,803-49.5% | $84,808-7.9% |
| Participation rate | 80.7% | 66.8%+13.9pp | 78.1%+2.7pp | 68.3%+12.4pp |
| Annual return | 13.16% | 37.96%-24.8pp | 58.88%-45.7pp | 40.90%-27.7pp |
| Employer contribution / active EE | $2,717 | $2,761-1.6% | $4,305-36.9% | $2,631+3.3% |
| Participant deferral / active EE | $5,116 | $3,303+54.9% | $5,540-7.7% | $4,212+21.5% |
| Admin fee / account holder | $5,513 | $6,746-18.3% | $14,329-61.5% | $7,344-24.9% |