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 | $100,746 | $74,927+34.5% | $101,794-1.0% | $84,808+18.8% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 13.44% | 18.70%-5.3pp | 30.53%-17.1pp | 40.90%-27.5pp |
| Employer contribution / active EE | $1,093 | $1,522-28.2% | $2,289-52.3% | $2,631-58.5% |
| Participant deferral / active EE | $2,677 | $3,099-13.6% | $4,084-34.5% | $4,212-36.4% |
| Admin fee / account holder | $2,995 | $6,514-54.0% | $8,777-65.9% | $7,344-59.2% |