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 | $98,925 | $93,571+5.7% | $135,903-27.2% | $75,163+31.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 21.83% | 30.90%-9.1pp | 68.23%-46.4pp | 160.62%-138.8pp |
| Employer contribution / active EE | $3,906 | $3,537+10.4% | $4,856-19.6% | $2,670+46.3% |
| Participant deferral / active EE | $11,785 | $6,404+84.0% | $7,758+51.9% | $4,125+185.7% |
| Admin fee / account holder | $4,624 | $6,975-33.7% | $10,762-57.0% | $5,651-18.2% |