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 | $91,419 | $87,013+5.1% | $106,213-13.9% | $80,856+13.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 11.13% | 17.05%-5.9pp | 116.14%-105.0pp | 35.59%-24.5pp |
| Employer contribution / active EE | $4,642 | $2,395+93.8% | $3,171+46.4% | $2,755+68.5% |
| Participant deferral / active EE | $6,283 | $3,986+57.6% | $5,016+25.3% | $4,296+46.3% |
| Admin fee / account holder | $3,364 | $8,431-60.1% | $11,033-69.5% | $6,918-51.4% |