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 | $84,341 | $63,346+33.1% | $92,233-8.6% | $70,131+20.3% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 19.93% | 530.12%-510.2pp | 176.28%-156.4pp | 73.14%-53.2pp |
| Employer contribution / active EE | $1,516 | $2,471-38.6% | $3,679-58.8% | $2,342-35.3% |
| Participant deferral / active EE | $6,319 | $2,854+121.4% | $3,897+62.2% | $3,332+89.7% |
| Admin fee / account holder | $6,612 | $3,840+72.2% | $5,194+27.3% | $4,645+42.3% |