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 | $90,737 | $87,013+4.3% | $106,213-14.6% | $80,856+12.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 12.64% | 17.05%-4.4pp | 116.14%-103.5pp | 35.59%-23.0pp |
| Employer contribution / active EE | $3,496 | $2,395+45.9% | $3,171+10.2% | $2,755+26.9% |
| Participant deferral / active EE | $6,181 | $3,986+55.1% | $5,016+23.2% | $4,296+43.9% |
| Admin fee / account holder | $3,417 | $8,431-59.5% | $11,033-69.0% | $6,918-50.6% |