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 | $100,176 | $64,839+54.5% | $95,585+4.8% | $84,808+18.1% |
| Participation rate | 100.0% | 63.8%+36.2pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 18.38% | -670.96%+689.3pp | 38.56%-20.2pp | 40.90%-22.5pp |
| Employer contribution / active EE | $2,537 | $1,759+44.3% | $2,527+0.4% | $2,631-3.6% |
| Participant deferral / active EE | $2,362 | $2,965-20.3% | $4,023-41.3% | $4,212-43.9% |
| Admin fee / account holder | $2,236 | $5,964-62.5% | $6,127-63.5% | $7,344-69.6% |