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 | $79,567 | $78,705+1.1% | $117,854-32.5% | $70,131+13.5% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 12.51% | 23.30%-10.8pp | 335.08%-322.6pp | 73.14%-60.6pp |
| Employer contribution / active EE | $733 | $2,223-67.0% | $3,786-80.6% | $2,342-68.7% |
| Participant deferral / active EE | $3,391 | $3,297+2.8% | $4,482-24.3% | $3,332+1.8% |
| Admin fee / account holder | $839 | $5,065-83.4% | $8,020-89.5% | $4,645-81.9% |