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 | $96,018 | $58,512+64.1% | $84,015+14.3% | $72,985+31.6% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 43.26% | 28.93%+14.3pp | 71.31%-28.0pp | 81.00%-37.7pp |
| Employer contribution / active EE | $2,263 | $1,163+94.6% | $1,983+14.1% | $2,440-7.3% |
| Participant deferral / active EE | $4,838 | $2,394+102.1% | $3,239+49.4% | $3,607+34.1% |
| Admin fee / account holder | $98,966 | $4,569+2066.1% | $6,101+1522.2% | $5,124+1831.3% |