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 | $83,122 | $89,355-7.0% | $141,162-41.1% | $72,985+13.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 19.27% | 111.85%-92.6pp | 71.39%-52.1pp | 81.00%-61.7pp |
| Employer contribution / active EE | $7,535 | $3,114+141.9% | $4,735+59.1% | $2,440+208.8% |
| Participant deferral / active EE | $4,548 | $5,418-16.1% | $6,709-32.2% | $3,607+26.1% |
| Admin fee / account holder | $3,385 | $5,958-43.2% | $10,261-67.0% | $5,124-33.9% |