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 | $87,348 | $89,355-2.2% | $141,162-38.1% | $72,985+19.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 27.89% | 111.85%-84.0pp | 71.39%-43.5pp | 81.00%-53.1pp |
| Employer contribution / active EE | $7,725 | $3,114+148.0% | $4,735+63.1% | $2,440+216.6% |
| Participant deferral / active EE | $7,187 | $5,418+32.6% | $6,709+7.1% | $3,607+99.2% |
| Admin fee / account holder | $2,212 | $5,958-62.9% | $10,261-78.4% | $5,124-56.8% |