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 | $88,302 | $100,901-12.5% | $75,670+16.7% | $147,584-40.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 19.28% | 35.78%-16.5pp | 27.34%-8.1pp | 578.55%-559.3pp |
| Employer contribution / active EE | $21,380 | $3,253+557.1% | $2,352+809.1% | $4,876+338.4% |
| Participant deferral / active EE | $7,322 | $4,027+81.8% | $3,142+133.0% | $5,439+34.6% |
| Admin fee / account holder | $5,675 | $11,285-49.7% | $5,800-2.2% | $10,885-47.9% |