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 | $96,008 | $100,041-4.0% | $149,718-35.9% | $70,131+36.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 16.60% | 27.43%-10.8pp | 1501.63%-1485.0pp | 73.14%-56.5pp |
| Employer contribution / active EE | $2,575 | $3,662-29.7% | $5,445-52.7% | $2,342+9.9% |
| Participant deferral / active EE | $2,739 | $4,983-45.0% | $6,569-58.3% | $3,332-17.8% |
| Admin fee / account holder | $432 | $8,286-94.8% | $11,283-96.2% | $4,645-90.7% |