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 | $86,480 | $91,190-5.2% | $178,490-51.5% | $79,858+8.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 16.87% | 24.19%-7.3pp | 151.07%-134.2pp | 31.71%-14.8pp |
| Employer contribution / active EE | $2,346 | $3,256-28.0% | $5,011-53.2% | $2,471-5.1% |
| Participant deferral / active EE | $4,557 | $3,236+40.8% | $5,202-12.4% | $3,740+21.8% |
| Admin fee / account holder | $1,151 | $6,751-83.0% | $13,984-91.8% | $5,306-78.3% |