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 | $86,880 | $93,571-7.2% | $135,903-36.1% | $75,163+15.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 15.22% | 30.90%-15.7pp | 68.23%-53.0pp | 160.62%-145.4pp |
| Employer contribution / active EE | $2,662 | $3,537-24.7% | $4,856-45.2% | $2,670-0.3% |
| Participant deferral / active EE | $4,620 | $6,404-27.9% | $7,758-40.4% | $4,125+12.0% |
| Admin fee / account holder | $1,987 | $6,975-71.5% | $10,762-81.5% | $5,651-64.8% |