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 | $79,431 | $89,355-11.1% | $141,162-43.7% | $72,985+8.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 36.82% | 111.85%-75.0pp | 71.39%-34.6pp | 81.00%-44.2pp |
| Employer contribution / active EE | $2,568 | $3,114-17.5% | $4,735-45.8% | $2,440+5.2% |
| Participant deferral / active EE | $7,710 | $5,418+42.3% | $6,709+14.9% | $3,607+113.7% |
| Admin fee / account holder | $2,240 | $5,958-62.4% | $10,261-78.2% | $5,124-56.3% |