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 | $93,737 | $98,982-5.3% | $162,163-42.2% | $65,185+43.8% |
| Participation rate | 100.0% | 85.8%+14.2pp | 87.6%+12.4pp | 70.2%+29.8pp |
| Annual return | 26.15% | 24.84%+1.3pp | 115.59%-89.4pp | 29.38%-3.2pp |
| Employer contribution / active EE | $2,310 | $3,467-33.4% | $5,614-58.8% | $2,177+6.1% |
| Participant deferral / active EE | $7,066 | $5,384+31.2% | $7,298-3.2% | $3,514+101.1% |
| Admin fee / account holder | $1,805 | $596+202.7% | $10,843-83.4% | $847+113.1% |