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 | $73,460 | $48,230+52.3% | $67,502+8.8% | $80,856-9.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 11.28% | 18.28%-7.0pp | 3512.12%-3500.8pp | 35.59%-24.3pp |
| Employer contribution / active EE | $2,386 | $2,020+18.2% | $2,731-12.6% | $2,755-13.4% |
| Participant deferral / active EE | $3,804 | $2,924+30.1% | $4,000-4.9% | $4,296-11.4% |
| Admin fee / account holder | $9,867 | $3,681+168.0% | $3,998+146.8% | $6,918+42.6% |