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 | $97,959 | $101,724-3.7% | $164,813-40.6% | $80,856+21.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 11.12% | 16.72%-5.6pp | 69.93%-58.8pp | 35.59%-24.5pp |
| Employer contribution / active EE | $4,226 | $2,953+43.1% | $4,341-2.6% | $2,755+53.4% |
| Participant deferral / active EE | $6,952 | $4,477+55.3% | $6,031+15.3% | $4,296+61.8% |
| Admin fee / account holder | $6,471 | $8,227-21.3% | $12,690-49.0% | $6,918-6.5% |