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 | $102,177 | $103,376-1.2% | $87,100+17.3% | $152,861-33.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 19.60% | 28.10%-8.5pp | 28.19%-8.6pp | 345.32%-325.7pp |
| Employer contribution / active EE | $3,635 | $3,220+12.9% | $2,521+44.2% | $4,762-23.7% |
| Participant deferral / active EE | $8,296 | $4,778+73.6% | $4,049+104.9% | $5,850+41.8% |
| Admin fee / account holder | $1,836 | $12,205-85.0% | $7,497-75.5% | $11,596-84.2% |