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 | $86,654 | $106,749-18.8% | $145,433-40.4% | $82,448+5.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 15.67% | 27.59%-11.9pp | 66.58%-50.9pp | 41.64%-26.0pp |
| Employer contribution / active EE | $2,254 | $3,444-34.6% | $4,554-50.5% | $2,551-11.7% |
| Participant deferral / active EE | $14,637 | $6,519+124.5% | $7,897+85.3% | $4,139+253.6% |
| Admin fee / account holder | $7,051 | $8,390-16.0% | $13,129-46.3% | $7,234-2.5% |