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 | $90,784 | $99,985-9.2% | $146,665-38.1% | $85,850+5.7% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 15.84% | 18.93%-3.1pp | 22.74%-6.9pp | 318.53%-302.7pp |
| Employer contribution / active EE | $4,488 | $2,559+75.4% | $4,136+8.5% | $2,565+75.0% |
| Participant deferral / active EE | $2,085 | $4,006-47.9% | $5,506-62.1% | $3,952-47.2% |
| Admin fee / account holder | $314 | $7,702-95.9% | $10,280-96.9% | $6,260-95.0% |