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 | $86,362 | $91,190-5.3% | $178,490-51.6% | $79,858+8.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 17.63% | 24.19%-6.6pp | 151.07%-133.4pp | 31.71%-14.1pp |
| Employer contribution / active EE | $5,049 | $3,256+55.1% | $5,011+0.8% | $2,471+104.4% |
| Participant deferral / active EE | $5,439 | $3,236+68.1% | $5,202+4.6% | $3,740+45.4% |
| Admin fee / account holder | $2,157 | $6,751-68.0% | $13,984-84.6% | $5,306-59.3% |