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 | $81,378 | $91,190-10.8% | $178,490-54.4% | $79,858+1.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 18.89% | 24.19%-5.3pp | 151.07%-132.2pp | 31.71%-12.8pp |
| Employer contribution / active EE | $4,838 | $3,256+48.6% | $5,011-3.4% | $2,471+95.8% |
| Participant deferral / active EE | $4,300 | $3,236+32.9% | $5,202-17.3% | $3,740+15.0% |
| Admin fee / account holder | $1,223 | $6,751-81.9% | $13,984-91.3% | $5,306-77.0% |