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 | $110,868 | $77,899+42.3% | $149,673-25.9% | $75,163+47.5% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 14.63% | 31.72%-17.1pp | 134.42%-119.8pp | 160.62%-146.0pp |
| Employer contribution / active EE | $8,339 | $3,137+165.8% | $4,818+73.1% | $2,670+212.3% |
| Participant deferral / active EE | $4,281 | $3,411+25.5% | $5,680-24.6% | $4,125+3.8% |
| Admin fee / account holder | $2,239 | $5,956-62.4% | $13,210-83.1% | $5,651-60.4% |