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 | $83,075 | $98,750-15.9% | $149,696-44.5% | $79,858+4.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 22.85% | 27.43%-4.6pp | 276.60%-253.8pp | 31.71%-8.9pp |
| Employer contribution / active EE | $2,775 | $3,216-13.7% | $4,644-40.2% | $2,471+12.3% |
| Participant deferral / active EE | $9,148 | $5,680+61.0% | $6,842+33.7% | $3,740+144.6% |
| Admin fee / account holder | $3,144 | $6,053-48.0% | $9,309-66.2% | $5,306-40.7% |