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 | $84,266 | $106,749-21.1% | $145,433-42.1% | $82,448+2.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 14.74% | 27.59%-12.9pp | 66.58%-51.8pp | 41.64%-26.9pp |
| Employer contribution / active EE | $6,359 | $3,444+84.6% | $4,554+39.6% | $2,551+149.3% |
| Participant deferral / active EE | $7,903 | $6,519+21.2% | $7,897+0.1% | $4,139+90.9% |
| Admin fee / account holder | $2,688 | $8,390-68.0% | $13,129-79.5% | $7,234-62.8% |