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 | $105,792 | $89,355+18.4% | $141,162-25.1% | $72,985+45.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 25.52% | 111.85%-86.3pp | 71.39%-45.9pp | 81.00%-55.5pp |
| Employer contribution / active EE | $1,667 | $3,114-46.5% | $4,735-64.8% | $2,440-31.7% |
| Participant deferral / active EE | $5,180 | $5,418-4.4% | $6,709-22.8% | $3,607+43.6% |
| Admin fee / account holder | $6,494 | $5,958+9.0% | $10,261-36.7% | $5,124+26.7% |