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 | $90,124 | $92,222-2.3% | $76,768+17.4% | $135,375-33.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 2.98% | 5.46%-2.5pp | 2.43%+0.5pp | 519.73%-516.8pp |
| Employer contribution / active EE | $5,000 | $3,216+55.5% | $2,485+101.2% | $4,779+4.6% |
| Participant deferral / active EE | $4,055 | $4,509-10.1% | $3,852+5.3% | $5,609-27.7% |
| Admin fee / account holder | $19,240 | $10,748+79.0% | $6,675+188.2% | $10,827+77.7% |