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 | $85,223 | $91,190-6.5% | $178,490-52.3% | $79,858+6.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 22.82% | 24.19%-1.4pp | 151.07%-128.3pp | 31.71%-8.9pp |
| Employer contribution / active EE | $2,222 | $3,256-31.8% | $5,011-55.7% | $2,471-10.1% |
| Participant deferral / active EE | $4,734 | $3,236+46.3% | $5,202-9.0% | $3,740+26.6% |
| Admin fee / account holder | $2,509 | $6,751-62.8% | $13,984-82.1% | $5,306-52.7% |