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 | $79,763 | $43,423+83.7% | $78,689+1.4% | $55,167+44.6% |
| Participation rate | 100.0% | 68.0%+32.0pp | 73.6%+26.4pp | 69.0%+31.0pp |
| Annual return | 5.73% | 11.53%-5.8pp | 62.18%-56.4pp | 169.23%-163.5pp |
| Employer contribution / active EE | $6,691 | $1,997+235.1% | $2,851+134.7% | $1,963+241.0% |
| Participant deferral / active EE | $1,335 | $2,509-46.8% | $3,517-62.0% | $3,054-56.3% |
| Admin fee / account holder | $6,730 | $416+1517.3% | $4,510+49.2% | $504+1235.6% |