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 | $86,945 | $123,793-29.8% | $177,821-51.1% | $79,858+8.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 26.96% | 22.82%+4.1pp | 48.32%-21.4pp | 31.71%-4.8pp |
| Employer contribution / active EE | $2,124 | $4,095-48.1% | $5,918-64.1% | $2,471-14.0% |
| Participant deferral / active EE | $5,084 | $5,956-14.6% | $7,714-34.1% | $3,740+35.9% |
| Admin fee / account holder | $2,129 | $7,243-70.6% | $12,427-82.9% | $5,306-59.9% |