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 | $86,834 | $84,233+3.1% | $170,442-49.1% | $70,131+23.8% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 16.26% | 23.06%-6.8pp | 205.93%-189.7pp | 73.14%-56.9pp |
| Employer contribution / active EE | $4,080 | $3,387+20.5% | $5,433-24.9% | $2,342+74.2% |
| Participant deferral / active EE | $3,171 | $3,086+2.8% | $4,939-35.8% | $3,332-4.8% |
| Admin fee / account holder | $2,303 | $5,698-59.6% | $13,880-83.4% | $4,645-50.4% |