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 | $77,319 | $77,634-0.4% | $156,549-50.6% | $62,891+22.9% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 5.85% | 50.32%-44.5pp | 32.23%-26.4pp | 20.14%-14.3pp |
| Employer contribution / active EE | $4,072 | $3,444+18.3% | $5,501-26.0% | $2,281+78.5% |
| Participant deferral / active EE | $4,991 | $3,045+63.9% | $4,871+2.5% | $3,203+55.8% |
| Admin fee / account holder | $11,019 | $5,561+98.2% | $13,027-15.4% | $4,296+156.5% |