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 | $105,313 | $99,985+5.3% | $146,665-28.2% | $85,850+22.7% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 14.28% | 18.93%-4.6pp | 22.74%-8.5pp | 318.53%-304.2pp |
| Employer contribution / active EE | $2,598 | $2,559+1.5% | $4,136-37.2% | $2,565+1.3% |
| Participant deferral / active EE | $2,440 | $4,006-39.1% | $5,506-55.7% | $3,952-38.3% |
| Admin fee / account holder | $2,213 | $7,702-71.3% | $10,280-78.5% | $6,260-64.6% |