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 | $101,575 | $98,750+2.9% | $149,696-32.1% | $79,858+27.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 16.18% | 27.43%-11.2pp | 276.60%-260.4pp | 31.71%-15.5pp |
| Employer contribution / active EE | $6,463 | $3,216+100.9% | $4,644+39.2% | $2,471+161.6% |
| Participant deferral / active EE | $5,826 | $5,680+2.6% | $6,842-14.8% | $3,740+55.8% |
| Admin fee / account holder | $4,620 | $6,053-23.7% | $9,309-50.4% | $5,306-12.9% |