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 | $92,288 | $83,477+10.6% | $125,175-26.3% | $72,985+26.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 24.95% | 25.78%-0.8pp | 43.79%-18.8pp | 81.00%-56.1pp |
| Employer contribution / active EE | $1,314 | $2,345-44.0% | $3,865-66.0% | $2,440-46.1% |
| Participant deferral / active EE | $3,188 | $3,585-11.1% | $4,937-35.4% | $3,607-11.6% |
| Admin fee / account holder | $7,904 | $5,517+43.3% | $9,702-18.5% | $5,124+54.2% |