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 | $119,004 | $148,978-20.1% | $200,582-40.7% | $84,808+40.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 16.44% | 28.16%-11.7pp | 42.33%-25.9pp | 40.90%-24.5pp |
| Employer contribution / active EE | $3,338 | $4,815-30.7% | $6,419-48.0% | $2,631+26.9% |
| Participant deferral / active EE | $5,578 | $7,142-21.9% | $9,331-40.2% | $4,212+32.4% |
| Admin fee / account holder | $860 | $13,977-93.8% | $16,305-94.7% | $7,344-88.3% |