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 | $104,904 | $99,341+5.6% | $84,750+23.8% | $273,961-61.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.29% | 22.93%-14.6pp | 22.78%-14.5pp | 41.45%-33.2pp |
| Employer contribution / active EE | $3,259 | $4,214-22.7% | $3,574-8.8% | $4,869-33.1% |
| Participant deferral / active EE | $6,893 | $4,269+61.5% | $3,712+85.7% | $5,287+30.4% |
| Admin fee / account holder | $9,073 | $6,644+36.6% | $5,332+70.2% | $10,132-10.4% |