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 | $89,676 | $86,286+3.9% | $111,297-19.4% | $85,850+4.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 15.30% | 19.99%-4.7pp | 54.65%-39.3pp | 318.53%-303.2pp |
| Employer contribution / active EE | $2,252 | $2,043+10.2% | $2,731-17.5% | $2,565-12.2% |
| Participant deferral / active EE | $3,897 | $3,641+7.1% | $4,487-13.1% | $3,952-1.4% |
| Admin fee / account holder | $13,811 | $8,188+68.7% | $7,964+73.4% | $6,260+120.6% |