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 | $78,518 | $77,634+1.1% | $156,549-49.8% | $62,891+24.8% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 9.20% | 50.32%-41.1pp | 32.23%-23.0pp | 20.14%-10.9pp |
| Employer contribution / active EE | $7,714 | $3,444+124.0% | $5,501+40.2% | $2,281+238.2% |
| Participant deferral / active EE | $3,616 | $3,045+18.7% | $4,871-25.8% | $3,203+12.9% |
| Admin fee / account holder | $5,564 | $5,561+0.1% | $13,027-57.3% | $4,296+29.5% |