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 | $82,988 | $63,346+31.0% | $92,233-10.0% | $70,131+18.3% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 19.17% | 530.12%-510.9pp | 176.28%-157.1pp | 73.14%-54.0pp |
| Employer contribution / active EE | $2,246 | $2,471-9.1% | $3,679-39.0% | $2,342-4.1% |
| Participant deferral / active EE | $6,160 | $2,854+115.8% | $3,897+58.1% | $3,332+84.9% |
| Admin fee / account holder | $1,024 | $3,840-73.3% | $5,194-80.3% | $4,645-78.0% |