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 | $89,183 | $115,708-22.9% | $65,255+36.7% | $139,434-36.0% |
| Participation rate | 100.0% | 67.8%+32.2pp | 65.0%+35.0pp | 80.3%+19.7pp |
| Annual return | 21.92% | 31.19%-9.3pp | 47.35%-25.4pp | 372.94%-351.0pp |
| Employer contribution / active EE | $5,105 | $2,599+96.4% | $1,691+201.8% | $4,751+7.4% |
| Participant deferral / active EE | $3,069 | $4,240-27.6% | $2,831+8.4% | $6,710-54.3% |
| Admin fee / account holder | $2,775 | $6,698-58.6% | $4,112-32.5% | $11,403-75.7% |