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 | $110,781 | $108,825+1.8% | $156,181-29.1% | $82,448+34.4% |
| Participation rate | 80.0% | 72.4%+7.6pp | 78.8%+1.2pp | 68.1%+11.9pp |
| Annual return | 13.69% | 20.59%-6.9pp | 64.87%-51.2pp | 41.64%-27.9pp |
| Employer contribution / active EE | $2,569 | $2,870-10.5% | $4,294-40.2% | $2,551+0.7% |
| Participant deferral / active EE | $5,367 | $4,577+17.2% | $6,132-12.5% | $4,139+29.6% |
| Admin fee / account holder | $43,846 | $9,341+369.4% | $14,586+200.6% | $7,234+506.1% |