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 | $88,991 | $96,484-7.8% | $75,886+17.3% | $152,861-41.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 17.85% | 33.98%-16.1pp | 30.76%-12.9pp | 345.32%-327.5pp |
| Employer contribution / active EE | $1,964 | $3,309-40.6% | $2,500-21.4% | $4,762-58.8% |
| Participant deferral / active EE | $11,133 | $4,553+144.5% | $3,603+209.0% | $5,850+90.3% |
| Admin fee / account holder | $597 | $8,078-92.6% | $5,418-89.0% | $11,596-94.8% |