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 | $84,389 | $85,202-1.0% | $172,739-51.1% | $72,985+15.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 21.32% | 27.32%-6.0pp | 802.84%-781.5pp | 81.00%-59.7pp |
| Employer contribution / active EE | $5,633 | $3,324+69.4% | $5,143+9.5% | $2,440+130.9% |
| Participant deferral / active EE | $3,020 | $3,260-7.4% | $5,198-41.9% | $3,607-16.3% |
| Admin fee / account holder | $1,038 | $5,884-82.4% | $13,954-92.6% | $5,124-79.7% |