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 | $99,351 | $89,355+11.2% | $141,162-29.6% | $72,985+36.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 25.73% | 111.85%-86.1pp | 71.39%-45.7pp | 81.00%-55.3pp |
| Employer contribution / active EE | $2,709 | $3,114-13.0% | $4,735-42.8% | $2,440+11.0% |
| Participant deferral / active EE | $6,941 | $5,418+28.1% | $6,709+3.5% | $3,607+92.4% |
| Admin fee / account holder | $5,496 | $5,958-7.8% | $10,261-46.4% | $5,124+7.3% |