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 | $109,499 | $109,413+0.1% | $156,263-29.9% | $84,808+29.1% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 13.28% | 20.18%-6.9pp | 59.47%-46.2pp | 40.90%-27.6pp |
| Employer contribution / active EE | $2,377 | $2,907-18.2% | $4,333-45.1% | $2,631-9.7% |
| Participant deferral / active EE | $5,838 | $4,590+27.2% | $6,158-5.2% | $4,212+38.6% |
| Admin fee / account holder | $13,959 | $9,357+49.2% | $14,255-2.1% | $7,344+90.1% |