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 | $109,921 | $106,890+2.8% | $84,015+30.8% | $152,861-28.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 17.56% | 104.99%-87.4pp | 71.31%-53.8pp | 345.32%-327.8pp |
| Employer contribution / active EE | $1,293 | $2,734-52.7% | $1,983-34.8% | $4,762-72.9% |
| Participant deferral / active EE | $4,970 | $4,011+23.9% | $3,239+53.5% | $5,850-15.0% |
| Admin fee / account holder | $2,986 | $8,285-64.0% | $6,101-51.1% | $11,596-74.2% |