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 | $81,855 | $70,669+15.8% | $169,368-51.7% | $75,163+8.9% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.1%+22.9pp | 67.2%+32.8pp |
| Annual return | 14.76% | 36.36%-21.6pp | 405.60%-390.8pp | 160.62%-145.9pp |
| Employer contribution / active EE | $1,439 | $2,211-34.9% | $4,013-64.1% | $2,670-46.1% |
| Participant deferral / active EE | $4,051 | $4,311-6.0% | $6,221-34.9% | $4,125-1.8% |
| Admin fee / account holder | $683 | $5,402-87.4% | $9,003-92.4% | $5,651-87.9% |