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 | $90,441 | $84,233+7.4% | $170,442-46.9% | $70,131+29.0% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 12.82% | 23.06%-10.2pp | 205.93%-193.1pp | 73.14%-60.3pp |
| Employer contribution / active EE | $7,089 | $3,387+109.3% | $5,433+30.5% | $2,342+202.6% |
| Participant deferral / active EE | $4,048 | $3,086+31.2% | $4,939-18.1% | $3,332+21.5% |
| Admin fee / account holder | $1,318 | $5,698-76.9% | $13,880-90.5% | $4,645-71.6% |