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 | $81,167 | $81,248-0.1% | $155,509-47.8% | $80,856+0.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 11.85% | 33.31%-21.5pp | 64.67%-52.8pp | 35.59%-23.7pp |
| Employer contribution / active EE | $7,142 | $3,100+130.4% | $4,672+52.9% | $2,755+159.3% |
| Participant deferral / active EE | $5,836 | $3,452+69.1% | $5,626+3.7% | $4,296+35.9% |
| Admin fee / account holder | $1,870 | $7,997-76.6% | $15,912-88.2% | $6,918-73.0% |