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 | $87,625 | $80,717+8.6% | $154,803-43.4% | $84,808+3.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 14.53% | 37.96%-23.4pp | 58.88%-44.3pp | 40.90%-26.4pp |
| Employer contribution / active EE | $6,273 | $2,761+127.2% | $4,305+45.7% | $2,631+138.4% |
| Participant deferral / active EE | $3,988 | $3,303+20.7% | $5,540-28.0% | $4,212-5.3% |
| Admin fee / account holder | $2,877 | $6,746-57.4% | $14,329-79.9% | $7,344-60.8% |