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 | $92,970 | $84,233+10.4% | $170,442-45.5% | $70,131+32.6% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 15.02% | 23.06%-8.0pp | 205.93%-190.9pp | 73.14%-58.1pp |
| Employer contribution / active EE | $3,011 | $3,387-11.1% | $5,433-44.6% | $2,342+28.6% |
| Participant deferral / active EE | $6,476 | $3,086+109.9% | $4,939+31.1% | $3,332+94.4% |
| Admin fee / account holder | $9,895 | $5,698+73.7% | $13,880-28.7% | $4,645+113.0% |