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 | $70,218 | $72,177-2.7% | $115,037-39.0% | $59,632+17.8% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 2.79% | 12.02%-9.2pp | 26.14%-23.4pp | 2041.28%-2038.5pp |
| Employer contribution / active EE | $3,602 | $2,841+26.8% | $4,608-21.8% | $2,203+63.5% |
| Participant deferral / active EE | $9,408 | $4,783+96.7% | $6,026+56.1% | $3,192+194.8% |
| Admin fee / account holder | $2,804 | $4,927-43.1% | $8,175-65.7% | $4,297-34.7% |