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 4-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 | $81,679 | $81,248+0.5% | $155,509-47.5% | $80,856+1.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 15.52% | 33.31%-17.8pp | 64.67%-49.1pp | 35.59%-20.1pp |
| Employer contribution / active EE | $6,117 | $3,100+97.3% | $4,672+30.9% | $2,755+122.0% |
| Participant deferral / active EE | $9,044 | $3,452+162.0% | $5,626+60.8% | $4,296+110.5% |
| Admin fee / account holder | $12,238 | $7,997+53.0% | $15,912-23.1% | $6,918+76.9% |