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 | $99,909 | $78,672+27.0% | $109,143-8.5% | $85,850+16.4% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 12.71% | 25.09%-12.4pp | 25.75%-13.0pp | 318.53%-305.8pp |
| Employer contribution / active EE | $2,840 | $2,735+3.9% | $3,722-23.7% | $2,565+10.7% |
| Participant deferral / active EE | $6,053 | $3,467+74.6% | $4,653+30.1% | $3,952+53.2% |
| Admin fee / account holder | $5,793 | $5,469+5.9% | $6,752-14.2% | $6,260-7.5% |