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 | $90,882 | $95,266-4.6% | $82,389+10.3% | $142,382-36.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 14.53% | 25.74%-11.2pp | 28.67%-14.1pp | 217.08%-202.5pp |
| Employer contribution / active EE | $1,449 | $2,991-51.6% | $2,517-42.4% | $4,299-66.3% |
| Participant deferral / active EE | $5,933 | $4,809+23.4% | $4,155+42.8% | $6,507-8.8% |
| Admin fee / account holder | $19,512 | $8,563+127.9% | $7,231+169.9% | $12,624+54.6% |