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 | $95,879 | $100,041-4.2% | $149,718-36.0% | $70,131+36.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 20.34% | 27.43%-7.1pp | 1501.63%-1481.3pp | 73.14%-52.8pp |
| Employer contribution / active EE | $6,032 | $3,662+64.7% | $5,445+10.8% | $2,342+157.5% |
| Participant deferral / active EE | $5,176 | $4,983+3.9% | $6,569-21.2% | $3,332+55.3% |
| Admin fee / account holder | $4,670 | $8,286-43.6% | $11,283-58.6% | $4,645+0.5% |