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 | $80,080 | $89,355-10.4% | $141,162-43.3% | $72,985+9.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 26.76% | 111.85%-85.1pp | 71.39%-44.6pp | 81.00%-54.2pp |
| Employer contribution / active EE | $6,387 | $3,114+105.1% | $4,735+34.9% | $2,440+161.8% |
| Participant deferral / active EE | $8,233 | $5,418+52.0% | $6,709+22.7% | $3,607+128.2% |
| Admin fee / account holder | $1,804 | $5,958-69.7% | $10,261-82.4% | $5,124-64.8% |