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 | $82,263 | $77,164+6.6% | $178,014-53.8% | $80,874+1.7% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 12.48% | 18.09%-5.6pp | 294.80%-282.3pp | 35.62%-23.1pp |
| Employer contribution / active EE | $3,066 | $2,288+34.0% | $3,950-22.4% | $2,756+11.3% |
| Participant deferral / active EE | $5,432 | $4,408+23.2% | $6,276-13.5% | $4,297+26.4% |
| Admin fee / account holder | $14,239 | $7,164+98.8% | $10,362+37.4% | $6,935+105.3% |