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 | $86,613 | $81,248+6.6% | $155,509-44.3% | $80,856+7.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 14.62% | 33.31%-18.7pp | 64.67%-50.1pp | 35.59%-21.0pp |
| Employer contribution / active EE | $6,559 | $3,100+111.6% | $4,672+40.4% | $2,755+138.1% |
| Participant deferral / active EE | $4,353 | $3,452+26.1% | $5,626-22.6% | $4,296+1.3% |
| Admin fee / account holder | $1,663 | $7,997-79.2% | $15,912-89.5% | $6,918-76.0% |