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 | $98,558 | $99,985-1.4% | $146,665-32.8% | $85,850+14.8% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 12.82% | 18.93%-6.1pp | 22.74%-9.9pp | 318.53%-305.7pp |
| Employer contribution / active EE | $2,396 | $2,559-6.4% | $4,136-42.1% | $2,565-6.6% |
| Participant deferral / active EE | $8,266 | $4,006+106.4% | $5,506+50.1% | $3,952+109.2% |
| Admin fee / account holder | $7,048 | $7,702-8.5% | $10,280-31.4% | $6,260+12.6% |