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 | $86,114 | $106,749-19.3% | $145,433-40.8% | $82,448+4.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 18.83% | 27.59%-8.8pp | 66.58%-47.7pp | 41.64%-22.8pp |
| Employer contribution / active EE | $6,996 | $3,444+103.1% | $4,554+53.6% | $2,551+174.2% |
| Participant deferral / active EE | $11,713 | $6,519+79.7% | $7,897+48.3% | $4,139+183.0% |
| Admin fee / account holder | $11,542 | $8,390+37.6% | $13,129-12.1% | $7,234+59.5% |