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 | $83,194 | $89,355-6.9% | $141,162-41.1% | $72,985+14.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 25.45% | 111.85%-86.4pp | 71.39%-45.9pp | 81.00%-55.5pp |
| Employer contribution / active EE | $1,628 | $3,114-47.7% | $4,735-65.6% | $2,440-33.3% |
| Participant deferral / active EE | $5,361 | $5,418-1.0% | $6,709-20.1% | $3,607+48.6% |
| Admin fee / account holder | $1,366 | $5,958-77.1% | $10,261-86.7% | $5,124-73.3% |