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 | $86,444 | $89,355-3.3% | $141,162-38.8% | $72,985+18.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 25.42% | 111.85%-86.4pp | 71.39%-46.0pp | 81.00%-55.6pp |
| Employer contribution / active EE | $3,121 | $3,114+0.2% | $4,735-34.1% | $2,440+27.9% |
| Participant deferral / active EE | $6,816 | $5,418+25.8% | $6,709+1.6% | $3,607+89.0% |
| Admin fee / account holder | $1,111 | $5,958-81.3% | $10,261-89.2% | $5,124-78.3% |