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 | $73,099 | $70,428+3.8% | $96,562-24.3% | $85,850-14.9% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 11.99% | 18.59%-6.6pp | 37.78%-25.8pp | 318.53%-306.5pp |
| Employer contribution / active EE | $2,778 | $1,413+96.6% | $2,356+17.9% | $2,565+8.3% |
| Participant deferral / active EE | $5,189 | $2,894+79.3% | $3,849+34.8% | $3,952+31.3% |
| Admin fee / account holder | $340 | $4,997-93.2% | $6,181-94.5% | $6,260-94.6% |