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 | $92,950 | $53,822+72.7% | $75,696+22.8% | $85,850+8.3% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 12.80% | 24.54%-11.7pp | 104.53%-91.7pp | 318.53%-305.7pp |
| Employer contribution / active EE | $6,559 | $2,017+225.3% | $2,743+139.2% | $2,565+155.7% |
| Participant deferral / active EE | $4,902 | $2,895+69.3% | $3,821+28.3% | $3,952+24.0% |
| Admin fee / account holder | $4,063 | $3,343+21.5% | $3,619+12.3% | $6,260-35.1% |