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 | $79,731 | $71,050+12.2% | $93,606-14.8% | $80,856-1.4% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 10.54% | 11.26%-0.7pp | 133.20%-122.7pp | 35.59%-25.1pp |
| Employer contribution / active EE | $2,427 | $1,564+55.2% | $2,420+0.3% | $2,755-11.9% |
| Participant deferral / active EE | $4,631 | $4,034+14.8% | $4,411+5.0% | $4,296+7.8% |
| Admin fee / account holder | $16,193 | $6,945+133.2% | $8,285+95.4% | $6,918+134.1% |