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 | $127,606 | $72,492+76.0% | $87,100+46.5% | $72,985+74.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 17.00% | 24.46%-7.5pp | 28.19%-11.2pp | 81.00%-64.0pp |
| Employer contribution / active EE | $1,738 | $1,894-8.2% | $2,521-31.1% | $2,440-28.8% |
| Participant deferral / active EE | $8,533 | $3,270+161.0% | $4,049+110.8% | $3,607+136.5% |
| Admin fee / account holder | $3,372 | $5,055-33.3% | $7,497-55.0% | $5,124-34.2% |