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 | $86,095 | $77,899+10.5% | $149,673-42.5% | $75,163+14.5% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 18.23% | 31.72%-13.5pp | 134.42%-116.2pp | 160.62%-142.4pp |
| Employer contribution / active EE | $5,934 | $3,137+89.1% | $4,818+23.2% | $2,670+122.3% |
| Participant deferral / active EE | $5,215 | $3,411+52.9% | $5,680-8.2% | $4,125+26.4% |
| Admin fee / account holder | $30,326 | $5,956+409.1% | $13,210+129.6% | $5,651+436.7% |