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 | $88,945 | $89,753-0.9% | $107,525-17.3% | $84,808+4.9% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 15.76% | 29.48%-13.7pp | 181.32%-165.6pp | 40.90%-25.1pp |
| Employer contribution / active EE | $3,618 | $3,113+16.2% | $3,754-3.6% | $2,631+37.5% |
| Participant deferral / active EE | $3,414 | $4,056-15.8% | $5,116-33.3% | $4,212-18.9% |
| Admin fee / account holder | $26,017 | $7,222+260.2% | $8,919+191.7% | $7,344+254.3% |