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 | $83,084 | $84,233-1.4% | $170,442-51.3% | $70,131+18.5% |
| Participation rate | 96.5% | 70.8%+25.7pp | 83.6%+12.9pp | 69.5%+27.0pp |
| Annual return | 15.75% | 23.06%-7.3pp | 205.93%-190.2pp | 73.14%-57.4pp |
| Employer contribution / active EE | $4,781 | $3,387+41.1% | $5,433-12.0% | $2,342+104.1% |
| Participant deferral / active EE | $3,581 | $3,086+16.1% | $4,939-27.5% | $3,332+7.5% |
| Admin fee / account holder | $1,254 | $5,698-78.0% | $13,880-91.0% | $4,645-73.0% |