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 | $82,824 | $94,625-12.5% | $116,228-28.7% | $84,808-2.3% |
| Participation rate | 97.7% | 70.4%+27.3pp | 74.6%+23.2pp | 68.3%+29.4pp |
| Annual return | 15.51% | 20.40%-4.9pp | 90.06%-74.5pp | 40.90%-25.4pp |
| Employer contribution / active EE | $4,431 | $2,347+88.8% | $2,994+48.0% | $2,631+68.4% |
| Participant deferral / active EE | $4,137 | $3,972+4.2% | $4,953-16.5% | $4,212-1.8% |
| Admin fee / account holder | $4,342 | $10,091-57.0% | $11,989-63.8% | $7,344-40.9% |