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 | $104,680 | $78,672+33.1% | $109,143-4.1% | $85,850+21.9% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 11.63% | 25.09%-13.5pp | 25.75%-14.1pp | 318.53%-306.9pp |
| Employer contribution / active EE | $8,647 | $2,735+216.2% | $3,722+132.3% | $2,565+237.1% |
| Participant deferral / active EE | $6,525 | $3,467+88.2% | $4,653+40.2% | $3,952+65.1% |
| Admin fee / account holder | $855 | $5,469-84.4% | $6,752-87.3% | $6,260-86.3% |