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 | $86,300 | $79,013+9.2% | $100,391-14.0% | $74,495+15.8% |
| Participation rate | 100.0% | 79.5%+20.5pp | 81.5%+18.5pp | 67.2%+32.8pp |
| Annual return | 14.29% | 20.41%-6.1pp | 49.20%-34.9pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $4,993 | $3,021+65.3% | $3,942+26.7% | $2,623+90.4% |
| Participant deferral / active EE | $4,735 | $7,760-39.0% | $8,082-41.4% | $4,346+9.0% |
| Admin fee / account holder | $4,545 | $1,320+244.3% | $7,899-42.5% | $1,942+134.1% |