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 | $92,970 | $95,416-2.6% | $185,823-50.0% | $85,850+8.3% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 18.76% | 23.59%-4.8pp | 122.05%-103.3pp | 318.53%-299.8pp |
| Employer contribution / active EE | $2,266 | $3,314-31.6% | $5,167-56.1% | $2,565-11.7% |
| Participant deferral / active EE | $5,041 | $3,423+47.3% | $5,568-9.5% | $3,952+27.6% |
| Admin fee / account holder | $5,803 | $7,213-19.5% | $16,237-64.3% | $6,260-7.3% |