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 | $104,678 | $89,355+17.1% | $141,162-25.8% | $72,985+43.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 35.56% | 111.85%-76.3pp | 71.39%-35.8pp | 81.00%-45.4pp |
| Employer contribution / active EE | $7,084 | $3,114+127.5% | $4,735+49.6% | $2,440+190.4% |
| Participant deferral / active EE | $8,640 | $5,418+59.5% | $6,709+28.8% | $3,607+139.5% |
| Admin fee / account holder | $2,619 | $5,958-56.0% | $10,261-74.5% | $5,124-48.9% |