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 | $70,200 | $148,978-52.9% | $200,582-65.0% | $84,808-17.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 18.73% | 28.16%-9.4pp | 42.33%-23.6pp | 40.90%-22.2pp |
| Employer contribution / active EE | $2,888 | $4,815-40.0% | $6,419-55.0% | $2,631+9.8% |
| Participant deferral / active EE | $7,146 | $7,142+0.1% | $9,331-23.4% | $4,212+69.7% |
| Admin fee / account holder | $12,602 | $13,977-9.8% | $16,305-22.7% | $7,344+71.6% |