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 | $81,090 | $78,422+3.4% | $95,952-15.5% | $79,858+1.5% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 14.38% | 19.37%-5.0pp | 91.61%-77.2pp | 31.71%-17.3pp |
| Employer contribution / active EE | $5,386 | $1,945+176.9% | $2,541+112.0% | $2,471+118.0% |
| Participant deferral / active EE | $5,879 | $3,440+70.9% | $4,167+41.1% | $3,740+57.2% |
| Admin fee / account holder | $5,482 | $5,622-2.5% | $6,795-19.3% | $5,306+3.3% |