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 | $83,936 | $70,428+19.2% | $96,562-13.1% | $85,850-2.2% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 18.43% | 18.59%-0.2pp | 37.78%-19.4pp | 318.53%-300.1pp |
| Employer contribution / active EE | $1,743 | $1,413+23.3% | $2,356-26.0% | $2,565-32.1% |
| Participant deferral / active EE | $4,028 | $2,894+39.2% | $3,849+4.6% | $3,952+1.9% |
| Admin fee / account holder | $6,518 | $4,997+30.4% | $6,181+5.5% | $6,260+4.1% |