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 | $89,107 | $69,207+28.8% | $64,056+39.1% | $139,434-36.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.20% | 45.88%-30.7pp | 33.69%-18.5pp | 372.94%-357.7pp |
| Employer contribution / active EE | $4,202 | $3,182+32.1% | $2,747+53.0% | $4,751-11.5% |
| Participant deferral / active EE | $11,383 | $4,682+143.1% | $3,880+193.4% | $6,710+69.6% |
| Admin fee / account holder | $1,946 | $4,244-54.1% | $3,068-36.6% | $11,403-82.9% |