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 | $82,631 | $80,717+2.4% | $154,803-46.6% | $84,808-2.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 13.48% | 37.96%-24.5pp | 58.88%-45.4pp | 40.90%-27.4pp |
| Employer contribution / active EE | $4,928 | $2,761+78.5% | $4,305+14.5% | $2,631+87.3% |
| Participant deferral / active EE | $5,134 | $3,303+55.4% | $5,540-7.3% | $4,212+21.9% |
| Admin fee / account holder | $11,788 | $6,746+74.8% | $14,329-17.7% | $7,344+60.5% |