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 | $104,791 | $91,552+14.5% | $133,956-21.8% | $79,858+31.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 16.48% | 61.85%-45.4pp | 45.09%-28.6pp | 31.71%-15.2pp |
| Employer contribution / active EE | $5,236 | $2,384+119.7% | $3,919+33.6% | $2,471+111.9% |
| Participant deferral / active EE | $5,132 | $3,733+37.4% | $5,048+1.7% | $3,740+37.2% |
| Admin fee / account holder | $897 | $6,321-85.8% | $8,927-90.0% | $5,306-83.1% |