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 | $82,964 | $80,968+2.5% | $96,544-14.1% | $75,163+10.4% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 21.70% | 27.06%-5.4pp | 25.84%-4.1pp | 160.62%-138.9pp |
| Employer contribution / active EE | $6,655 | $2,282+191.7% | $2,965+124.5% | $2,670+149.3% |
| Participant deferral / active EE | $7,137 | $3,928+81.7% | $4,851+47.1% | $4,125+73.0% |
| Admin fee / account holder | $1,163 | $6,724-82.7% | $8,252-85.9% | $5,651-79.4% |