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 | $89,938 | $89,753+0.2% | $107,525-16.4% | $84,808+6.0% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 15.15% | 29.48%-14.3pp | 181.32%-166.2pp | 40.90%-25.8pp |
| Employer contribution / active EE | $7,231 | $3,113+132.3% | $3,754+92.6% | $2,631+174.8% |
| Participant deferral / active EE | $5,103 | $4,056+25.8% | $5,116-0.2% | $4,212+21.2% |
| Admin fee / account holder | $2,624 | $7,222-63.7% | $8,919-70.6% | $7,344-64.3% |