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 | $75,425 | $73,933+2.0% | $96,683-22.0% | $75,163+0.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 17.62% | 26.70%-9.1pp | 35.69%-18.1pp | 160.62%-143.0pp |
| Employer contribution / active EE | $2,259 | $2,928-22.8% | $3,737-39.5% | $2,670-15.4% |
| Participant deferral / active EE | $4,433 | $3,659+21.2% | $4,878-9.1% | $4,125+7.5% |
| Admin fee / account holder | $6,528 | $5,216+25.1% | $6,730-3.0% | $5,651+15.5% |