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 | $88,672+0.3% | $105,223-15.5% | $82,448+7.9% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 15.76% | 30.86%-15.1pp | 180.65%-164.9pp | 41.64%-25.9pp |
| Employer contribution / active EE | $3,618 | $3,048+18.7% | $3,689-1.9% | $2,551+41.8% |
| Participant deferral / active EE | $3,414 | $4,036-15.4% | $5,072-32.7% | $4,139-17.5% |
| Admin fee / account holder | $26,017 | $7,146+264.1% | $8,859+193.7% | $7,234+259.6% |