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 | $102,211 | $93,571+9.2% | $135,903-24.8% | $75,163+36.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 22.32% | 30.90%-8.6pp | 68.23%-45.9pp | 160.62%-138.3pp |
| Employer contribution / active EE | $2,008 | $3,537-43.2% | $4,856-58.6% | $2,670-24.8% |
| Participant deferral / active EE | $3,648 | $6,404-43.0% | $7,758-53.0% | $4,125-11.6% |
| Admin fee / account holder | $5,202 | $6,975-25.4% | $10,762-51.7% | $5,651-7.9% |