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 | $70,728 | $69,207+2.2% | $64,056+10.4% | $139,434-49.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 11.26% | 45.88%-34.6pp | 33.69%-22.4pp | 372.94%-361.7pp |
| Employer contribution / active EE | $5,422 | $3,182+70.4% | $2,747+97.4% | $4,751+14.1% |
| Participant deferral / active EE | $3,454 | $4,682-26.2% | $3,880-11.0% | $6,710-48.5% |
| Admin fee / account holder | $8,421 | $4,244+98.4% | $3,068+174.5% | $11,403-26.1% |