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 | $102,666 | $105,181-2.4% | $159,436-35.6% | $85,850+19.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 13.01% | 45.07%-32.1pp | 263.57%-250.6pp | 318.53%-305.5pp |
| Employer contribution / active EE | $2,469 | $3,318-25.6% | $4,829-48.9% | $2,565-3.7% |
| Participant deferral / active EE | $7,426 | $5,945+24.9% | $7,352+1.0% | $3,952+87.9% |
| Admin fee / account holder | $9,704 | $6,933+40.0% | $10,799-10.1% | $6,260+55.0% |