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 | $96,277 | $78,422+22.8% | $95,952+0.3% | $79,858+20.6% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 10.38% | 19.37%-9.0pp | 91.61%-81.2pp | 31.71%-21.3pp |
| Employer contribution / active EE | $2,889 | $1,945+48.5% | $2,541+13.7% | $2,471+16.9% |
| Participant deferral / active EE | $2,037 | $3,440-40.8% | $4,167-51.1% | $3,740-45.5% |
| Admin fee / account holder | $3,312 | $5,622-41.1% | $6,795-51.3% | $5,306-37.6% |