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 | $101,169 | $104,664-3.3% | $85,682+18.1% | $167,490-39.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 13.15% | 21.45%-8.3pp | 21.49%-8.3pp | 478.56%-465.4pp |
| Employer contribution / active EE | $5,578 | $3,337+67.2% | $2,618+113.1% | $4,837+15.3% |
| Participant deferral / active EE | $8,228 | $4,824+70.6% | $3,923+109.8% | $6,341+29.8% |
| Admin fee / account holder | $22,609 | $10,032+125.4% | $6,873+229.0% | $12,309+83.7% |