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 | $90,996 | $89,355+1.8% | $141,162-35.5% | $72,985+24.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 22.87% | 111.85%-89.0pp | 71.39%-48.5pp | 81.00%-58.1pp |
| Employer contribution / active EE | $6,947 | $3,114+123.1% | $4,735+46.7% | $2,440+184.7% |
| Participant deferral / active EE | $6,136 | $5,418+13.2% | $6,709-8.5% | $3,607+70.1% |
| Admin fee / account holder | $1,272 | $5,958-78.7% | $10,261-87.6% | $5,124-75.2% |