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 | $114,986 | $81,248+41.5% | $155,509-26.1% | $80,856+42.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 12.32% | 33.31%-21.0pp | 64.67%-52.3pp | 35.59%-23.3pp |
| Employer contribution / active EE | $4,712 | $3,100+52.0% | $4,672+0.8% | $2,755+71.1% |
| Participant deferral / active EE | $10,930 | $3,452+216.7% | $5,626+94.3% | $4,296+154.4% |
| Admin fee / account holder | $7,734 | $7,997-3.3% | $15,912-51.4% | $6,918+11.8% |