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 | $89,107 | $89,753-0.7% | $107,525-17.1% | $84,808+5.1% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 13.51% | 29.48%-16.0pp | 181.32%-167.8pp | 40.90%-27.4pp |
| Employer contribution / active EE | $3,248 | $3,113+4.3% | $3,754-13.5% | $2,631+23.5% |
| Participant deferral / active EE | $4,500 | $4,056+10.9% | $5,116-12.0% | $4,212+6.8% |
| Admin fee / account holder | $3,517 | $7,222-51.3% | $8,919-60.6% | $7,344-52.1% |