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 | $77,599 | $73,933+5.0% | $96,683-19.7% | $75,163+3.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 18.62% | 26.70%-8.1pp | 35.69%-17.1pp | 160.62%-142.0pp |
| Employer contribution / active EE | $5,692 | $2,928+94.4% | $3,737+52.3% | $2,670+113.2% |
| Participant deferral / active EE | $2,197 | $3,659-40.0% | $4,878-55.0% | $4,125-46.7% |
| Admin fee / account holder | $12,637 | $5,216+142.3% | $6,730+87.8% | $5,651+123.6% |