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 | $83,486 | $81,248+2.8% | $155,509-46.3% | $80,856+3.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 11.66% | 33.31%-21.6pp | 64.67%-53.0pp | 35.59%-23.9pp |
| Employer contribution / active EE | $5,441 | $3,100+75.5% | $4,672+16.5% | $2,755+97.5% |
| Participant deferral / active EE | $4,502 | $3,452+30.4% | $5,626-20.0% | $4,296+4.8% |
| Admin fee / account holder | $1,342 | $7,997-83.2% | $15,912-91.6% | $6,918-80.6% |