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 | $90,390 | $85,022+6.3% | $70,515+28.2% | $139,434-35.2% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 25.91% | 30.38%-4.5pp | 32.77%-6.9pp | 372.94%-347.0pp |
| Employer contribution / active EE | $1,709 | $3,909-56.3% | $2,973-42.5% | $4,751-64.0% |
| Participant deferral / active EE | $5,453 | $5,890-7.4% | $4,567+19.4% | $6,710-18.7% |
| Admin fee / account holder | $1,552 | $8,906-82.6% | $6,412-75.8% | $11,403-86.4% |