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 | $76,620 | $93,571-18.1% | $135,903-43.6% | $75,163+1.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 16.31% | 30.90%-14.6pp | 68.23%-51.9pp | 160.62%-144.3pp |
| Employer contribution / active EE | $4,508 | $3,537+27.5% | $4,856-7.2% | $2,670+68.8% |
| Participant deferral / active EE | $9,472 | $6,404+47.9% | $7,758+22.1% | $4,125+129.6% |
| Admin fee / account holder | $2,204 | $6,975-68.4% | $10,762-79.5% | $5,651-61.0% |