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 | $83,246 | $71,050+17.2% | $93,606-11.1% | $80,856+3.0% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 11.12% | 11.26%-0.1pp | 133.20%-122.1pp | 35.59%-24.5pp |
| Employer contribution / active EE | $2,324 | $1,564+48.6% | $2,420-4.0% | $2,755-15.6% |
| Participant deferral / active EE | $5,075 | $4,034+25.8% | $4,411+15.1% | $4,296+18.2% |
| Admin fee / account holder | $8,163 | $6,945+17.5% | $8,285-1.5% | $6,918+18.0% |