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 | $86,794 | $84,233+3.0% | $170,442-49.1% | $70,131+23.8% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 12.98% | 23.06%-10.1pp | 205.93%-193.0pp | 73.14%-60.2pp |
| Employer contribution / active EE | $4,462 | $3,387+31.8% | $5,433-17.9% | $2,342+90.5% |
| Participant deferral / active EE | $4,438 | $3,086+43.8% | $4,939-10.1% | $3,332+33.2% |
| Admin fee / account holder | $2,864 | $5,698-49.7% | $13,880-79.4% | $4,645-38.4% |