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 | $80,649 | $63,346+27.3% | $92,233-12.6% | $70,131+15.0% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 17.33% | 530.12%-512.8pp | 176.28%-159.0pp | 73.14%-55.8pp |
| Employer contribution / active EE | $2,838 | $2,471+14.9% | $3,679-22.9% | $2,342+21.2% |
| Participant deferral / active EE | $6,081 | $2,854+113.1% | $3,897+56.1% | $3,332+82.5% |
| Admin fee / account holder | $5,133 | $3,840+33.7% | $5,194-1.2% | $4,645+10.5% |