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 | $82,403 | $84,233-2.2% | $170,442-51.7% | $70,131+17.5% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 13.20% | 23.06%-9.9pp | 205.93%-192.7pp | 73.14%-59.9pp |
| Employer contribution / active EE | $2,114 | $3,387-37.6% | $5,433-61.1% | $2,342-9.8% |
| Participant deferral / active EE | $4,342 | $3,086+40.7% | $4,939-12.1% | $3,332+30.3% |
| Admin fee / account holder | $1,585 | $5,698-72.2% | $13,880-88.6% | $4,645-65.9% |