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 | $93,594 | $77,314+21.1% | $177,989-47.4% | $80,856+15.8% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 14.56% | 18.09%-3.5pp | 294.48%-279.9pp | 35.59%-21.0pp |
| Employer contribution / active EE | $4,639 | $2,292+102.4% | $3,949+17.5% | $2,755+68.4% |
| Participant deferral / active EE | $2,980 | $4,411-32.4% | $6,276-52.5% | $4,296-30.6% |
| Admin fee / account holder | $1,657 | $7,191-77.0% | $10,363-84.0% | $6,918-76.0% |