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 | $73,269 | $69,518+5.4% | $59,878+22.4% | $135,375-45.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 3.26% | 7.94%-4.7pp | 3.46%-0.2pp | 519.73%-516.5pp |
| Employer contribution / active EE | $9,537 | $3,235+194.8% | $2,722+250.4% | $4,779+99.6% |
| Participant deferral / active EE | $8,756 | $4,206+108.2% | $3,402+157.4% | $5,609+56.1% |
| Admin fee / account holder | $419 | $5,734-92.7% | $3,590-88.3% | $10,827-96.1% |