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 | $91,491 | $72,177+26.8% | $115,037-20.5% | $59,632+53.4% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -0.45% | 12.02%-12.5pp | 26.14%-26.6pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $3,419 | $2,841+20.3% | $4,608-25.8% | $2,203+55.2% |
| Participant deferral / active EE | $8,669 | $4,783+81.2% | $6,026+43.8% | $3,192+171.6% |
| Admin fee / account holder | $3,308 | $4,927-32.9% | $8,175-59.5% | $4,297-23.0% |