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 | $74,586 | $83,477-10.7% | $125,175-40.4% | $72,985+2.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 22.02% | 25.78%-3.8pp | 43.79%-21.8pp | 81.00%-59.0pp |
| Employer contribution / active EE | $7,096 | $2,345+202.6% | $3,865+83.6% | $2,440+190.8% |
| Participant deferral / active EE | $4,511 | $3,585+25.8% | $4,937-8.6% | $3,607+25.1% |
| Admin fee / account holder | $4,983 | $5,517-9.7% | $9,702-48.6% | $5,124-2.8% |