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 | $97,624 | $98,750-1.1% | $149,696-34.8% | $79,858+22.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 18.51% | 27.43%-8.9pp | 276.60%-258.1pp | 31.71%-13.2pp |
| Employer contribution / active EE | $2,731 | $3,216-15.1% | $4,644-41.2% | $2,471+10.5% |
| Participant deferral / active EE | $9,871 | $5,680+73.8% | $6,842+44.3% | $3,740+163.9% |
| Admin fee / account holder | $4,049 | $6,053-33.1% | $9,309-56.5% | $5,306-23.7% |