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 | $89,077 | $49,025+81.7% | $87,507+1.8% | $62,891+41.6% |
| Participation rate | 100.0% | 64.9%+35.1pp | 73.8%+26.2pp | 69.3%+30.7pp |
| Annual return | 5.89% | 10.02%-4.1pp | 12.21%-6.3pp | 20.14%-14.2pp |
| Employer contribution / active EE | $5,334 | $1,372+288.8% | $2,550+109.2% | $2,281+133.9% |
| Participant deferral / active EE | $3,950 | $2,289+72.5% | $3,149+25.5% | $3,203+23.3% |
| Admin fee / account holder | $3,583 | $4,065-11.9% | $4,221-15.1% | $4,296-16.6% |