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 | $82,612 | $77,899+6.1% | $149,673-44.8% | $75,163+9.9% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 19.64% | 31.72%-12.1pp | 134.42%-114.8pp | 160.62%-141.0pp |
| Employer contribution / active EE | $3,669 | $3,137+17.0% | $4,818-23.8% | $2,670+37.4% |
| Participant deferral / active EE | $4,772 | $3,411+39.9% | $5,680-16.0% | $4,125+15.7% |
| Admin fee / account holder | $760 | $5,956-87.2% | $13,210-94.2% | $5,651-86.5% |