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 | $84,686 | $101,724-16.7% | $164,813-48.6% | $80,856+4.7% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 11.58% | 16.72%-5.1pp | 69.93%-58.3pp | 35.59%-24.0pp |
| Employer contribution / active EE | $5,923 | $2,953+100.6% | $4,341+36.5% | $2,755+115.0% |
| Participant deferral / active EE | $8,729 | $4,477+95.0% | $6,031+44.7% | $4,296+103.2% |
| Admin fee / account holder | $1,872 | $8,227-77.2% | $12,690-85.2% | $6,918-72.9% |