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 | $99,913 | $93,571+6.8% | $135,903-26.5% | $75,163+32.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 19.61% | 30.90%-11.3pp | 68.23%-48.6pp | 160.62%-141.0pp |
| Employer contribution / active EE | $5,494 | $3,537+55.3% | $4,856+13.1% | $2,670+105.8% |
| Participant deferral / active EE | $9,802 | $6,404+53.1% | $7,758+26.4% | $4,125+137.6% |
| Admin fee / account holder | $2,055 | $6,975-70.5% | $10,762-80.9% | $5,651-63.6% |