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 | $81,051 | $77,899+4.0% | $149,673-45.8% | $75,163+7.8% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 14.40% | 31.72%-17.3pp | 134.42%-120.0pp | 160.62%-146.2pp |
| Employer contribution / active EE | $5,558 | $3,137+77.1% | $4,818+15.4% | $2,670+108.2% |
| Participant deferral / active EE | $4,698 | $3,411+37.7% | $5,680-17.3% | $4,125+13.9% |
| Admin fee / account holder | $9,453 | $5,956+58.7% | $13,210-28.4% | $5,651+67.3% |