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 | $111,106 | $89,355+24.3% | $141,162-21.3% | $72,985+52.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 24.72% | 111.85%-87.1pp | 71.39%-46.7pp | 81.00%-56.3pp |
| Employer contribution / active EE | $3,688 | $3,114+18.4% | $4,735-22.1% | $2,440+51.2% |
| Participant deferral / active EE | $7,218 | $5,418+33.2% | $6,709+7.6% | $3,607+100.1% |
| Admin fee / account holder | $882 | $5,958-85.2% | $10,261-91.4% | $5,124-82.8% |