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 | $104,455 | $106,749-2.1% | $145,433-28.2% | $82,448+26.7% |
| Participation rate | 89.7% | 75.6%+14.0pp | 82.1%+7.5pp | 68.1%+21.6pp |
| Annual return | 15.89% | 27.59%-11.7pp | 66.58%-50.7pp | 41.64%-25.7pp |
| Employer contribution / active EE | $1,036 | $3,444-69.9% | $4,554-77.3% | $2,551-59.4% |
| Participant deferral / active EE | $4,580 | $6,519-29.7% | $7,897-42.0% | $4,139+10.6% |
| Admin fee / account holder | $3,008 | $8,390-64.1% | $13,129-77.1% | $7,234-58.4% |