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 | $96,551 | $78,672+22.7% | $109,143-11.5% | $85,850+12.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 24.48% | 25.09%-0.6pp | 25.75%-1.3pp | 318.53%-294.0pp |
| Employer contribution / active EE | $2,572 | $2,735-6.0% | $3,722-30.9% | $2,565+0.3% |
| Participant deferral / active EE | $4,240 | $3,467+22.3% | $4,653-8.9% | $3,952+7.3% |
| Admin fee / account holder | $1,016 | $5,469-81.4% | $6,752-84.9% | $6,260-83.8% |