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 | $86,664 | $148,978-41.8% | $200,582-56.8% | $84,808+2.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 14.32% | 28.16%-13.8pp | 42.33%-28.0pp | 40.90%-26.6pp |
| Employer contribution / active EE | $3,056 | $4,815-36.5% | $6,419-52.4% | $2,631+16.2% |
| Participant deferral / active EE | $3,767 | $7,142-47.3% | $9,331-59.6% | $4,212-10.6% |
| Admin fee / account holder | $2,170 | $13,977-84.5% | $16,305-86.7% | $7,344-70.5% |