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 | $80,607 | $98,750-18.4% | $149,696-46.2% | $79,858+0.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 17.99% | 27.43%-9.4pp | 276.60%-258.6pp | 31.71%-13.7pp |
| Employer contribution / active EE | $5,713 | $3,216+77.6% | $4,644+23.0% | $2,471+131.2% |
| Participant deferral / active EE | $7,794 | $5,680+37.2% | $6,842+13.9% | $3,740+108.4% |
| Admin fee / account holder | $3,122 | $6,053-48.4% | $9,309-66.5% | $5,306-41.2% |