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 | $97,775 | $93,571+4.5% | $135,903-28.1% | $75,163+30.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 16.68% | 30.90%-14.2pp | 68.23%-51.6pp | 160.62%-143.9pp |
| Employer contribution / active EE | $3,026 | $3,537-14.4% | $4,856-37.7% | $2,670+13.3% |
| Participant deferral / active EE | $5,168 | $6,404-19.3% | $7,758-33.4% | $4,125+25.3% |
| Admin fee / account holder | $4,414 | $6,975-36.7% | $10,762-59.0% | $5,651-21.9% |