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 | $86,816 | $98,750-12.1% | $149,696-42.0% | $79,858+8.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 19.94% | 27.43%-7.5pp | 276.60%-256.7pp | 31.71%-11.8pp |
| Employer contribution / active EE | $8,820 | $3,216+174.2% | $4,644+89.9% | $2,471+257.0% |
| Participant deferral / active EE | $6,901 | $5,680+21.5% | $6,842+0.9% | $3,740+84.5% |
| Admin fee / account holder | $881 | $6,053-85.4% | $9,309-90.5% | $5,306-83.4% |