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 | $94,217 | $80,724+16.7% | $103,333-8.8% | $74,495+26.5% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 14.22% | 27.56%-13.3pp | 24.88%-10.7pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $3,568 | $3,157+13.0% | $3,868-7.8% | $2,623+36.0% |
| Participant deferral / active EE | $7,982 | $3,860+106.8% | $5,057+57.8% | $4,346+83.7% |
| Admin fee / account holder | $1,914 | $2,368-19.2% | $8,355-77.1% | $1,942-1.4% |