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 | $73,816 | $85,202-13.4% | $172,739-57.3% | $72,985+1.1% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 22.80% | 27.32%-4.5pp | 802.84%-780.0pp | 81.00%-58.2pp |
| Employer contribution / active EE | $3,025 | $3,324-9.0% | $5,143-41.2% | $2,440+24.0% |
| Participant deferral / active EE | $3,004 | $3,260-7.9% | $5,198-42.2% | $3,607-16.7% |
| Admin fee / account holder | $937 | $5,884-84.1% | $13,954-93.3% | $5,124-81.7% |