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 | $102,833 | $54,762+87.8% | $90,281+13.9% | $72,985+40.9% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 20.26% | 30.63%-10.4pp | 78.10%-57.8pp | 81.00%-60.7pp |
| Employer contribution / active EE | $1,581 | $2,092-24.4% | $2,854-44.6% | $2,440-35.2% |
| Participant deferral / active EE | $6,440 | $2,887+123.1% | $3,885+65.8% | $3,607+78.5% |
| Admin fee / account holder | $2,378 | $3,972-40.1% | $5,351-55.6% | $5,124-53.6% |