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 | $89,123 | $89,355-0.3% | $141,162-36.9% | $72,985+22.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 20.12% | 111.85%-91.7pp | 71.39%-51.3pp | 81.00%-60.9pp |
| Employer contribution / active EE | $2,970 | $3,114-4.6% | $4,735-37.3% | $2,440+21.7% |
| Participant deferral / active EE | $5,743 | $5,418+6.0% | $6,709-14.4% | $3,607+59.2% |
| Admin fee / account holder | $3,323 | $5,958-44.2% | $10,261-67.6% | $5,124-35.2% |