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 | $97,368 | $98,652-1.3% | $142,942-31.9% | $82,448+18.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.8%+23.2pp | 68.1%+31.9pp |
| Annual return | 16.23% | 22.65%-6.4pp | 113.70%-97.5pp | 41.64%-25.4pp |
| Employer contribution / active EE | $2,406 | $3,211-25.1% | $4,139-41.9% | $2,551-5.7% |
| Participant deferral / active EE | $4,228 | $5,580-24.2% | $7,128-40.7% | $4,139+2.1% |
| Admin fee / account holder | $21,965 | $8,078+171.9% | $12,475+76.1% | $7,234+203.6% |