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 | $77,314+6.4% | $177,989-53.8% | $80,856+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 | 294.48%-282.0pp | 35.59%-23.1pp |
| Employer contribution / active EE | $3,066 | $2,292+33.8% | $3,949-22.3% | $2,755+11.3% |
| Participant deferral / active EE | $5,432 | $4,411+23.2% | $6,276-13.5% | $4,296+26.4% |
| Admin fee / account holder | $14,239 | $7,191+98.0% | $10,363+37.4% | $6,918+105.8% |