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 | $63,253 | $72,177-12.4% | $115,037-45.0% | $59,632+6.1% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 1.36% | 12.02%-10.7pp | 26.14%-24.8pp | 2041.28%-2039.9pp |
| Employer contribution / active EE | $2,788 | $2,841-1.9% | $4,608-39.5% | $2,203+26.6% |
| Participant deferral / active EE | $4,959 | $4,783+3.7% | $6,026-17.7% | $3,192+55.4% |
| Admin fee / account holder | $4,342 | $4,927-11.9% | $8,175-46.9% | $4,297+1.0% |