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 | $89,164 | $89,355-0.2% | $141,162-36.8% | $72,985+22.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 20.23% | 111.85%-91.6pp | 71.39%-51.2pp | 81.00%-60.8pp |
| Employer contribution / active EE | $5,231 | $3,114+68.0% | $4,735+10.5% | $2,440+114.4% |
| Participant deferral / active EE | $11,882 | $5,418+119.3% | $6,709+77.1% | $3,607+229.4% |
| Admin fee / account holder | $6,068 | $5,958+1.8% | $10,261-40.9% | $5,124+18.4% |