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 | $124,672 | $125,758-0.9% | $169,993-26.7% | $75,163+65.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 15.06% | 27.20%-12.1pp | 53.37%-38.3pp | 160.62%-145.6pp |
| Employer contribution / active EE | $3,710 | $4,615-19.6% | $6,785-45.3% | $2,670+39.0% |
| Participant deferral / active EE | $4,860 | $6,837-28.9% | $10,408-53.3% | $4,125+17.8% |
| Admin fee / account holder | $2,660 | $8,173-67.5% | $12,815-79.2% | $5,651-52.9% |