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 | $85,503 | $81,208+5.3% | $98,907-13.6% | $79,858+7.1% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 15.76% | 60.99%-45.2pp | 196.43%-180.7pp | 31.71%-16.0pp |
| Employer contribution / active EE | $2,541 | $1,960+29.7% | $2,689-5.5% | $2,471+2.9% |
| Participant deferral / active EE | $4,170 | $3,265+27.7% | $4,244-1.8% | $3,740+11.5% |
| Admin fee / account holder | $3,538 | $6,013-41.2% | $6,642-46.7% | $5,306-33.3% |