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 | $87,989 | $77,899+13.0% | $149,673-41.2% | $75,163+17.1% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 13.66% | 31.72%-18.1pp | 134.42%-120.8pp | 160.62%-147.0pp |
| Employer contribution / active EE | $7,381 | $3,137+135.3% | $4,818+53.2% | $2,670+176.5% |
| Participant deferral / active EE | $5,147 | $3,411+50.9% | $5,680-9.4% | $4,125+24.8% |
| Admin fee / account holder | $1,032 | $5,956-82.7% | $13,210-92.2% | $5,651-81.7% |