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 | $113,878 | $127,065-10.4% | $113,168+0.6% | $142,382-20.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 16.92% | 24.03%-7.1pp | 24.27%-7.3pp | 217.08%-200.2pp |
| Employer contribution / active EE | $2,221 | $3,442-35.5% | $2,975-25.3% | $4,299-48.3% |
| Participant deferral / active EE | $5,320 | $5,716-6.9% | $5,107+4.2% | $6,507-18.2% |
| Admin fee / account holder | $8,534 | $15,736-45.8% | $12,068-29.3% | $12,624-32.4% |