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 | $95,448 | $101,724-6.2% | $164,813-42.1% | $80,856+18.0% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 12.44% | 16.72%-4.3pp | 69.93%-57.5pp | 35.59%-23.2pp |
| Employer contribution / active EE | $3,762 | $2,953+27.4% | $4,341-13.3% | $2,755+36.6% |
| Participant deferral / active EE | $3,756 | $4,477-16.1% | $6,031-37.7% | $4,296-12.6% |
| Admin fee / account holder | $9,640 | $8,227+17.2% | $12,690-24.0% | $6,918+39.3% |