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 | $95,959 | $90,503+6.0% | $78,689+21.9% | $273,961-65.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 3.10% | 75.60%-72.5pp | 62.18%-59.1pp | 41.45%-38.4pp |
| Employer contribution / active EE | $2,535 | $3,176-20.2% | $2,851-11.1% | $4,869-47.9% |
| Participant deferral / active EE | $6,414 | $3,901+64.4% | $3,517+82.4% | $5,287+21.3% |
| Admin fee / account holder | $31,551 | $5,263+499.5% | $4,510+599.5% | $10,132+211.4% |