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 | $86,165 | $89,753-4.0% | $107,525-19.9% | $84,808+1.6% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 15.00% | 29.48%-14.5pp | 181.32%-166.3pp | 40.90%-25.9pp |
| Employer contribution / active EE | $6,381 | $3,113+105.0% | $3,754+70.0% | $2,631+142.5% |
| Participant deferral / active EE | $3,937 | $4,056-2.9% | $5,116-23.0% | $4,212-6.5% |
| Admin fee / account holder | $895 | $7,222-87.6% | $8,919-90.0% | $7,344-87.8% |