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 | $78,082 | $46,553+67.7% | $64,056+21.9% | $75,163+3.9% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 12.77% | 26.03%-13.3pp | 33.69%-20.9pp | 160.62%-147.8pp |
| Employer contribution / active EE | $2,528 | $1,974+28.1% | $2,747-8.0% | $2,670-5.3% |
| Participant deferral / active EE | $4,307 | $2,837+51.8% | $3,880+11.0% | $4,125+4.4% |
| Admin fee / account holder | $7,483 | $2,952+153.5% | $3,068+143.9% | $5,651+32.4% |