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 | $27,538 | $127,065-78.3% | $113,168-75.7% | $142,382-80.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 12.54% | 24.03%-11.5pp | 24.27%-11.7pp | 217.08%-204.5pp |
| Employer contribution / active EE | $4,881 | $3,442+41.8% | $2,975+64.0% | $4,299+13.5% |
| Participant deferral / active EE | $6,649 | $5,716+16.3% | $5,107+30.2% | $6,507+2.2% |
| Admin fee / account holder | $12,394 | $15,736-21.2% | $12,068+2.7% | $12,624-1.8% |