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 | $88,486 | $85,766+3.2% | $136,294-35.1% | $70,131+26.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 14.79% | 31.45%-16.7pp | 5155.94%-5141.2pp | 73.14%-58.4pp |
| Employer contribution / active EE | $2,369 | $2,966-20.1% | $4,695-49.5% | $2,342+1.1% |
| Participant deferral / active EE | $6,711 | $5,051+32.9% | $6,247+7.4% | $3,332+101.4% |
| Admin fee / account holder | $18,520 | $5,420+241.7% | $9,243+100.4% | $4,645+298.7% |