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 | $71,086 | $84,233-15.6% | $170,442-58.3% | $70,131+1.4% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 12.35% | 23.06%-10.7pp | 205.93%-193.6pp | 73.14%-60.8pp |
| Employer contribution / active EE | $1,319 | $3,387-61.1% | $5,433-75.7% | $2,342-43.7% |
| Participant deferral / active EE | $3,129 | $3,086+1.4% | $4,939-36.7% | $3,332-6.1% |
| Admin fee / account holder | $379 | $5,698-93.4% | $13,880-97.3% | $4,645-91.8% |