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 | $90,391 | $78,672+14.9% | $109,143-17.2% | $85,850+5.3% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 11.97% | 25.09%-13.1pp | 25.75%-13.8pp | 318.53%-306.6pp |
| Employer contribution / active EE | $3,871 | $2,735+41.6% | $3,722+4.0% | $2,565+50.9% |
| Participant deferral / active EE | $5,081 | $3,467+46.5% | $4,653+9.2% | $3,952+28.6% |
| Admin fee / account holder | $26,144 | $5,469+378.0% | $6,752+287.2% | $6,260+317.6% |