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 | $92,342 | $93,182-0.9% | $146,665-37.0% | $79,386+16.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 80.1%+19.9pp | 70.7%+29.3pp |
| Annual return | 14.12% | 21.61%-7.5pp | 22.74%-8.6pp | 116.85%-102.7pp |
| Employer contribution / active EE | $5,098 | $2,420+110.7% | $4,136+23.3% | $2,427+110.0% |
| Participant deferral / active EE | $4,774 | $4,169+14.5% | $5,506-13.3% | $4,046+18.0% |
| Admin fee / account holder | $5,864 | $585+902.4% | $10,280-43.0% | $626+836.1% |