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 | $117,708 | $118,450-0.6% | $98,439+19.6% | $139,434-15.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 15.07% | 18.94%-3.9pp | 21.16%-6.1pp | 372.94%-357.9pp |
| Employer contribution / active EE | $2,442 | $3,609-32.3% | $3,048-19.9% | $4,751-48.6% |
| Participant deferral / active EE | $6,738 | $5,392+25.0% | $4,738+42.2% | $6,710+0.4% |
| Admin fee / account holder | $1,500 | $14,026-89.3% | $8,948-83.2% | $11,403-86.8% |