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 | $69,768 | $73,933-5.6% | $96,683-27.8% | $75,163-7.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 17.31% | 26.70%-9.4pp | 35.69%-18.4pp | 160.62%-143.3pp |
| Employer contribution / active EE | $4,277 | $2,928+46.1% | $3,737+14.5% | $2,670+60.2% |
| Participant deferral / active EE | $3,794 | $3,659+3.7% | $4,878-22.2% | $4,125-8.0% |
| Admin fee / account holder | $2,941 | $5,216-43.6% | $6,730-56.3% | $5,651-47.9% |