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 | $85,315 | $77,899+9.5% | $149,673-43.0% | $75,163+13.5% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 15.98% | 31.72%-15.7pp | 134.42%-118.4pp | 160.62%-144.6pp |
| Employer contribution / active EE | $7,356 | $3,137+134.5% | $4,818+52.7% | $2,670+175.5% |
| Participant deferral / active EE | $5,728 | $3,411+67.9% | $5,680+0.9% | $4,125+38.9% |
| Admin fee / account holder | $5,618 | $5,956-5.7% | $13,210-57.5% | $5,651-0.6% |