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 | $94,629 | $95,453-0.9% | $112,040-15.5% | $82,448+14.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 13.51% | 23.92%-10.4pp | 24.52%-11.0pp | 41.64%-28.1pp |
| Employer contribution / active EE | $3,325 | $2,318+43.5% | $2,954+12.6% | $2,551+30.4% |
| Participant deferral / active EE | $4,715 | $4,224+11.6% | $5,098-7.5% | $4,139+13.9% |
| Admin fee / account holder | $2,983 | $9,013-66.9% | $12,098-75.3% | $7,234-58.8% |