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 | $86,371 | $94,031-8.1% | $115,768-25.4% | $82,448+4.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.4%+25.6pp | 68.1%+31.9pp |
| Annual return | 15.01% | 20.61%-5.6pp | 100.46%-85.4pp | 41.64%-26.6pp |
| Employer contribution / active EE | $3,195 | $2,323+37.5% | $2,940+8.7% | $2,551+25.3% |
| Participant deferral / active EE | $5,978 | $3,972+50.5% | $4,917+21.6% | $4,139+44.4% |
| Admin fee / account holder | $1,064 | $10,249-89.6% | $12,439-91.4% | $7,234-85.3% |