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 | $94,844 | $99,652-4.8% | $78,778+20.4% | $147,584-35.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 16.61% | 47.28%-30.7pp | 35.62%-19.0pp | 578.55%-561.9pp |
| Employer contribution / active EE | $3,864 | $2,796+38.2% | $1,986+94.6% | $4,876-20.8% |
| Participant deferral / active EE | $3,130 | $3,664-14.6% | $2,958+5.8% | $5,439-42.5% |
| Admin fee / account holder | $2,109 | $7,155-70.5% | $5,134-58.9% | $10,885-80.6% |