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 | $90,795 | $77,899+16.6% | $149,673-39.3% | $75,163+20.8% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 13.77% | 31.72%-18.0pp | 134.42%-120.6pp | 160.62%-146.8pp |
| Employer contribution / active EE | $6,132 | $3,137+95.5% | $4,818+27.3% | $2,670+129.7% |
| Participant deferral / active EE | $5,056 | $3,411+48.2% | $5,680-11.0% | $4,125+22.6% |
| Admin fee / account holder | $26,324 | $5,956+342.0% | $13,210+99.3% | $5,651+365.8% |