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 | $80,867 | $98,750-18.1% | $149,696-46.0% | $79,858+1.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 17.48% | 27.43%-9.9pp | 276.60%-259.1pp | 31.71%-14.2pp |
| Employer contribution / active EE | $7,822 | $3,216+143.2% | $4,644+68.4% | $2,471+216.6% |
| Participant deferral / active EE | $9,214 | $5,680+62.2% | $6,842+34.7% | $3,740+146.4% |
| Admin fee / account holder | $1,102 | $6,053-81.8% | $9,309-88.2% | $5,306-79.2% |