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 | $84,993 | $101,724-16.4% | $164,813-48.4% | $80,856+5.1% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 11.48% | 16.72%-5.2pp | 69.93%-58.4pp | 35.59%-24.1pp |
| Employer contribution / active EE | $8,349 | $2,953+182.7% | $4,341+92.3% | $2,755+203.1% |
| Participant deferral / active EE | $6,106 | $4,477+36.4% | $6,031+1.2% | $4,296+42.1% |
| Admin fee / account holder | $4,224 | $8,227-48.7% | $12,690-66.7% | $6,918-38.9% |