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 | $99,918 | $78,672+27.0% | $109,143-8.5% | $85,850+16.4% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 14.23% | 25.09%-10.9pp | 25.75%-11.5pp | 318.53%-304.3pp |
| Employer contribution / active EE | $3,566 | $2,735+30.4% | $3,722-4.2% | $2,565+39.0% |
| Participant deferral / active EE | $8,256 | $3,467+138.1% | $4,653+77.4% | $3,952+108.9% |
| Admin fee / account holder | $12,014 | $5,469+119.7% | $6,752+77.9% | $6,260+91.9% |