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 | $85,109 | $78,705+8.1% | $117,854-27.8% | $70,131+21.4% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 14.95% | 23.30%-8.3pp | 335.08%-320.1pp | 73.14%-58.2pp |
| Employer contribution / active EE | $2,347 | $2,223+5.6% | $3,786-38.0% | $2,342+0.2% |
| Participant deferral / active EE | $4,064 | $3,297+23.3% | $4,482-9.3% | $3,332+22.0% |
| Admin fee / account holder | $9,535 | $5,065+88.2% | $8,020+18.9% | $4,645+105.3% |