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 | $89,108 | $77,899+14.4% | $149,673-40.5% | $75,163+18.6% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 14.98% | 31.72%-16.7pp | 134.42%-119.4pp | 160.62%-145.6pp |
| Employer contribution / active EE | $4,095 | $3,137+30.5% | $4,818-15.0% | $2,670+53.4% |
| Participant deferral / active EE | $4,120 | $3,411+20.8% | $5,680-27.5% | $4,125-0.1% |
| Admin fee / account holder | $5,571 | $5,956-6.5% | $13,210-57.8% | $5,651-1.4% |