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 | $91,613 | $78,705+16.4% | $117,854-22.3% | $70,131+30.6% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 21.85% | 23.30%-1.4pp | 335.08%-313.2pp | 73.14%-51.3pp |
| Employer contribution / active EE | $1,501 | $2,223-32.5% | $3,786-60.4% | $2,342-35.9% |
| Participant deferral / active EE | $3,359 | $3,297+1.9% | $4,482-25.1% | $3,332+0.8% |
| Admin fee / account holder | $963 | $5,065-81.0% | $8,020-88.0% | $4,645-79.3% |