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 | $87,037+5.0% | $106,201-13.9% | $80,874+13.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 11.13% | 17.05%-5.9pp | 116.26%-105.1pp | 35.62%-24.5pp |
| Employer contribution / active EE | $4,642 | $2,396+93.7% | $3,170+46.4% | $2,756+68.5% |
| Participant deferral / active EE | $6,283 | $3,986+57.6% | $5,012+25.4% | $4,297+46.2% |
| Admin fee / account holder | $3,364 | $8,434-60.1% | $11,039-69.5% | $6,935-51.5% |