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 | $96,918 | $80,717+20.1% | $154,803-37.4% | $84,808+14.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 16.21% | 37.96%-21.7pp | 58.88%-42.7pp | 40.90%-24.7pp |
| Employer contribution / active EE | $2,492 | $2,761-9.8% | $4,305-42.1% | $2,631-5.3% |
| Participant deferral / active EE | $5,533 | $3,303+67.5% | $5,540-0.1% | $4,212+31.4% |
| Admin fee / account holder | $8,864 | $6,746+31.4% | $14,329-38.1% | $7,344+20.7% |