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 | $85,842 | $91,190-5.9% | $178,490-51.9% | $79,858+7.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 20.24% | 24.19%-4.0pp | 151.07%-130.8pp | 31.71%-11.5pp |
| Employer contribution / active EE | $6,214 | $3,256+90.9% | $5,011+24.0% | $2,471+151.5% |
| Participant deferral / active EE | $3,107 | $3,236-4.0% | $5,202-40.3% | $3,740-16.9% |
| Admin fee / account holder | $7,027 | $6,751+4.1% | $13,984-49.8% | $5,306+32.4% |