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 | $109,043 | $98,750+10.4% | $149,696-27.2% | $79,858+36.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 19.74% | 27.43%-7.7pp | 276.60%-256.9pp | 31.71%-12.0pp |
| Employer contribution / active EE | $3,443 | $3,216+7.0% | $4,644-25.9% | $2,471+39.3% |
| Participant deferral / active EE | $12,899 | $5,680+127.1% | $6,842+88.5% | $3,740+244.9% |
| Admin fee / account holder | $6,576 | $6,053+8.7% | $9,309-29.4% | $5,306+23.9% |