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 | $96,062 | $76,407+25.7% | $150,298-36.1% | $82,448+16.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 15.26% | 39.99%-24.7pp | 62.79%-47.5pp | 41.64%-26.4pp |
| Employer contribution / active EE | $2,115 | $2,614-19.1% | $4,154-49.1% | $2,551-17.1% |
| Participant deferral / active EE | $2,815 | $3,214-12.4% | $5,453-48.4% | $4,139-32.0% |
| Admin fee / account holder | $1,785 | $6,352-71.9% | $14,116-87.4% | $7,234-75.3% |