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 | $79,293 | $93,571-15.3% | $135,903-41.7% | $75,163+5.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 16.12% | 30.90%-14.8pp | 68.23%-52.1pp | 160.62%-144.5pp |
| Employer contribution / active EE | $2,176 | $3,537-38.5% | $4,856-55.2% | $2,670-18.5% |
| Participant deferral / active EE | $6,238 | $6,404-2.6% | $7,758-19.6% | $4,125+51.2% |
| Admin fee / account holder | $10,182 | $6,975+46.0% | $10,762-5.4% | $5,651+80.2% |