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 | $91,326 | $86,286+5.8% | $111,297-17.9% | $85,850+6.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 16.62% | 19.99%-3.4pp | 54.65%-38.0pp | 318.53%-301.9pp |
| Employer contribution / active EE | $6,140 | $2,043+200.5% | $2,731+124.8% | $2,565+139.4% |
| Participant deferral / active EE | $7,651 | $3,641+110.2% | $4,487+70.5% | $3,952+93.6% |
| Admin fee / account holder | $6,599 | $8,188-19.4% | $7,964-17.1% | $6,260+5.4% |