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 | $78,265 | $93,571-16.4% | $135,903-42.4% | $75,163+4.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 23.39% | 30.90%-7.5pp | 68.23%-44.8pp | 160.62%-137.2pp |
| Employer contribution / active EE | $6,105 | $3,537+72.6% | $4,856+25.7% | $2,670+128.7% |
| Participant deferral / active EE | $7,345 | $6,404+14.7% | $7,758-5.3% | $4,125+78.1% |
| Admin fee / account holder | $1,112 | $6,975-84.1% | $10,762-89.7% | $5,651-80.3% |