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 | $87,796 | $89,355-1.7% | $141,162-37.8% | $72,985+20.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 24.95% | 111.85%-86.9pp | 71.39%-46.4pp | 81.00%-56.0pp |
| Employer contribution / active EE | $2,913 | $3,114-6.5% | $4,735-38.5% | $2,440+19.4% |
| Participant deferral / active EE | $6,721 | $5,418+24.1% | $6,709+0.2% | $3,607+86.3% |
| Admin fee / account holder | $1,198 | $5,958-79.9% | $10,261-88.3% | $5,124-76.6% |