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 | $115,003 | $115,770-0.7% | $101,248+13.6% | $158,922-27.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.09% | 56.14%-43.1pp | 46.47%-33.4pp | 302.83%-289.7pp |
| Employer contribution / active EE | $1,374 | $4,175-67.1% | $3,660-62.4% | $4,761-71.1% |
| Participant deferral / active EE | $4,020 | $4,957-18.9% | $4,370-8.0% | $5,982-32.8% |
| Admin fee / account holder | $7,911 | $7,245+9.2% | $5,945+33.1% | $11,246-29.7% |