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 | $90,736 | $95,453-4.9% | $112,040-19.0% | $82,448+10.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 20.58% | 23.92%-3.3pp | 24.52%-3.9pp | 41.64%-21.1pp |
| Employer contribution / active EE | $2,742 | $2,318+18.3% | $2,954-7.2% | $2,551+7.5% |
| Participant deferral / active EE | $8,774 | $4,224+107.7% | $5,098+72.1% | $4,139+112.0% |
| Admin fee / account holder | $1,389 | $9,013-84.6% | $12,098-88.5% | $7,234-80.8% |