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 | $78,808 | $109,359-27.9% | $162,163-51.4% | $72,985+8.0% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 20.23% | 25.46%-5.2pp | 115.59%-95.4pp | 81.00%-60.8pp |
| Employer contribution / active EE | $2,447 | $3,907-37.4% | $5,614-56.4% | $2,440+0.3% |
| Participant deferral / active EE | $5,485 | $5,481+0.1% | $7,298-24.8% | $3,607+52.1% |
| Admin fee / account holder | $14,962 | $7,972+87.7% | $10,843+38.0% | $5,124+192.0% |