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 | $95,814 | $101,724-5.8% | $164,813-41.9% | $80,856+18.5% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 14.79% | 16.72%-1.9pp | 69.93%-55.1pp | 35.59%-20.8pp |
| Employer contribution / active EE | $2,090 | $2,953-29.2% | $4,341-51.8% | $2,755-24.1% |
| Participant deferral / active EE | $4,126 | $4,477-7.9% | $6,031-31.6% | $4,296-4.0% |
| Admin fee / account holder | $23,764 | $8,227+188.8% | $12,690+87.3% | $6,918+243.5% |