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 | $81,263 | $85,202-4.6% | $172,739-53.0% | $72,985+11.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 27.66% | 27.32%+0.3pp | 802.84%-775.2pp | 81.00%-53.3pp |
| Employer contribution / active EE | $4,202 | $3,324+26.4% | $5,143-18.3% | $2,440+72.2% |
| Participant deferral / active EE | $4,088 | $3,260+25.4% | $5,198-21.4% | $3,607+13.3% |
| Admin fee / account holder | $946 | $5,884-83.9% | $13,954-93.2% | $5,124-81.5% |