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 | $102,238 | $109,359-6.5% | $162,163-37.0% | $72,985+40.1% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 18.73% | 25.46%-6.7pp | 115.59%-96.9pp | 81.00%-62.3pp |
| Employer contribution / active EE | $1,917 | $3,907-50.9% | $5,614-65.8% | $2,440-21.4% |
| Participant deferral / active EE | $4,267 | $5,481-22.2% | $7,298-41.5% | $3,607+18.3% |
| Admin fee / account holder | $8,411 | $7,972+5.5% | $10,843-22.4% | $5,124+64.1% |