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 | $123,399 | $137,414-10.2% | $189,513-34.9% | $85,850+43.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 17.82% | 38.14%-20.3pp | 555.15%-537.3pp | 318.53%-300.7pp |
| Employer contribution / active EE | $2,622 | $4,344-39.6% | $6,162-57.4% | $2,565+2.2% |
| Participant deferral / active EE | $5,539 | $6,260-11.5% | $8,221-32.6% | $3,952+40.2% |
| Admin fee / account holder | $2,407 | $8,630-72.1% | $12,045-80.0% | $6,260-61.5% |