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 | $117,831 | $58,512+101.4% | $84,015+40.2% | $72,985+61.4% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 21.45% | 28.93%-7.5pp | 71.31%-49.9pp | 81.00%-59.5pp |
| Employer contribution / active EE | $1,704 | $1,163+46.5% | $1,983-14.1% | $2,440-30.2% |
| Participant deferral / active EE | $2,130 | $2,394-11.0% | $3,239-34.2% | $3,607-40.9% |
| Admin fee / account holder | $10,647 | $4,569+133.0% | $6,101+74.5% | $5,124+107.8% |