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 | $67,223 | $63,346+6.1% | $92,233-27.1% | $70,131-4.1% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 21.99% | 530.12%-508.1pp | 176.28%-154.3pp | 73.14%-51.1pp |
| Employer contribution / active EE | $2,535 | $2,471+2.6% | $3,679-31.1% | $2,342+8.2% |
| Participant deferral / active EE | $3,369 | $2,854+18.1% | $3,897-13.5% | $3,332+1.1% |
| Admin fee / account holder | $5,026 | $3,840+30.9% | $5,194-3.2% | $4,645+8.2% |