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 | $98,798 | $80,968+22.0% | $96,544+2.3% | $75,163+31.4% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 22.67% | 27.06%-4.4pp | 25.84%-3.2pp | 160.62%-138.0pp |
| Employer contribution / active EE | $1,188 | $2,282-47.9% | $2,965-59.9% | $2,670-55.5% |
| Participant deferral / active EE | $3,504 | $3,928-10.8% | $4,851-27.8% | $4,125-15.1% |
| Admin fee / account holder | $4,871 | $6,724-27.6% | $8,252-41.0% | $5,651-13.8% |