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 | $78,631 | $84,233-6.6% | $170,442-53.9% | $70,131+12.1% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 16.62% | 23.06%-6.4pp | 205.93%-189.3pp | 73.14%-56.5pp |
| Employer contribution / active EE | $3,092 | $3,387-8.7% | $5,433-43.1% | $2,342+32.0% |
| Participant deferral / active EE | $5,428 | $3,086+75.9% | $4,939+9.9% | $3,332+62.9% |
| Admin fee / account holder | $9,509 | $5,698+66.9% | $13,880-31.5% | $4,645+104.7% |