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 | $87,273 | $89,355-2.3% | $141,162-38.2% | $72,985+19.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 20.48% | 111.85%-91.4pp | 71.39%-50.9pp | 81.00%-60.5pp |
| Employer contribution / active EE | $1,787 | $3,114-42.6% | $4,735-62.3% | $2,440-26.8% |
| Participant deferral / active EE | $4,501 | $5,418-16.9% | $6,709-32.9% | $3,607+24.8% |
| Admin fee / account holder | $630 | $5,958-89.4% | $10,261-93.9% | $5,124-87.7% |