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 | $54,411 | $40,256+35.2% | $57,343-5.1% | $59,632-8.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | -0.87% | 27.49%-28.4pp | 24.39%-25.3pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $11,724 | $1,922+510.0% | $2,689+336.1% | $2,203+432.3% |
| Participant deferral / active EE | $7,378 | $2,399+207.5% | $3,162+133.3% | $3,192+131.2% |
| Admin fee / account holder | $9,644 | $2,818+242.3% | $3,356+187.4% | $4,297+124.4% |