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 | $81,391 | $123,793-34.3% | $177,821-54.2% | $79,858+1.9% |
| Participation rate | 93.3% | 84.7%+8.7pp | 87.7%+5.6pp | 69.6%+23.7pp |
| Annual return | 13.00% | 22.82%-9.8pp | 48.32%-35.3pp | 31.71%-18.7pp |
| Employer contribution / active EE | $1,593 | $4,095-61.1% | $5,918-73.1% | $2,471-35.5% |
| Participant deferral / active EE | $4,180 | $5,956-29.8% | $7,714-45.8% | $3,740+11.8% |
| Admin fee / account holder | $43,604 | $7,243+502.1% | $12,427+250.9% | $5,306+721.7% |