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 | $85,141 | $87,013-2.2% | $106,213-19.8% | $80,856+5.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 14.56% | 17.05%-2.5pp | 116.14%-101.6pp | 35.59%-21.0pp |
| Employer contribution / active EE | $3,248 | $2,395+35.6% | $3,171+2.4% | $2,755+17.9% |
| Participant deferral / active EE | $3,599 | $3,986-9.7% | $5,016-28.2% | $4,296-16.2% |
| Admin fee / account holder | $32,518 | $8,431+285.7% | $11,033+194.7% | $6,918+370.0% |