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 | $72,646 | $77,634-6.4% | $156,549-53.6% | $62,891+15.5% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 9.29% | 50.32%-41.0pp | 32.23%-22.9pp | 20.14%-10.8pp |
| Employer contribution / active EE | $5,411 | $3,444+57.1% | $5,501-1.6% | $2,281+137.2% |
| Participant deferral / active EE | $4,362 | $3,045+43.2% | $4,871-10.4% | $3,203+36.2% |
| Admin fee / account holder | $544 | $5,561-90.2% | $13,027-95.8% | $4,296-87.3% |