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 | $92,520 | $77,813+18.9% | $123,544-25.1% | $64,186+44.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 6.96% | 12.48%-5.5pp | 119.20%-112.2pp | 7.63%-0.7pp |
| Employer contribution / active EE | $5,753 | $3,014+90.9% | $4,628+24.3% | $2,381+141.6% |
| Participant deferral / active EE | $2,337 | $5,240-55.4% | $6,426-63.6% | $3,470-32.6% |
| Admin fee / account holder | $1,474 | $5,519-73.3% | $9,284-84.1% | $4,888-69.8% |