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 | $99,400 | $98,750+0.7% | $149,696-33.6% | $79,858+24.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 16.02% | 27.43%-11.4pp | 276.60%-260.6pp | 31.71%-15.7pp |
| Employer contribution / active EE | $2,578 | $3,216-19.9% | $4,644-44.5% | $2,471+4.3% |
| Participant deferral / active EE | $5,206 | $5,680-8.3% | $6,842-23.9% | $3,740+39.2% |
| Admin fee / account holder | $1,633 | $6,053-73.0% | $9,309-82.5% | $5,306-69.2% |