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 | $92,252 | $77,899+18.4% | $149,673-38.4% | $75,163+22.7% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 15.79% | 31.72%-15.9pp | 134.42%-118.6pp | 160.62%-144.8pp |
| Employer contribution / active EE | $5,990 | $3,137+90.9% | $4,818+24.3% | $2,670+124.4% |
| Participant deferral / active EE | $5,654 | $3,411+65.8% | $5,680-0.5% | $4,125+37.1% |
| Admin fee / account holder | $3,858 | $5,956-35.2% | $13,210-70.8% | $5,651-31.7% |