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 | $79,834 | $85,202-6.3% | $172,739-53.8% | $72,985+9.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 19.22% | 27.32%-8.1pp | 802.84%-783.6pp | 81.00%-61.8pp |
| Employer contribution / active EE | $3,694 | $3,324+11.1% | $5,143-28.2% | $2,440+51.4% |
| Participant deferral / active EE | $3,006 | $3,260-7.8% | $5,198-42.2% | $3,607-16.7% |
| Admin fee / account holder | $6,615 | $5,884+12.4% | $13,954-52.6% | $5,124+29.1% |