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 4-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 | $78,058 | $148,978-47.6% | $200,582-61.1% | $84,808-8.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 17.60% | 28.16%-10.6pp | 42.33%-24.7pp | 40.90%-23.3pp |
| Employer contribution / active EE | $2,973 | $4,815-38.3% | $6,419-53.7% | $2,631+13.0% |
| Participant deferral / active EE | $6,864 | $7,142-3.9% | $9,331-26.4% | $4,212+63.0% |
| Admin fee / account holder | $7,248 | $13,977-48.1% | $16,305-55.5% | $7,344-1.3% |