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 | $117,869 | $72,277+63.1% | $101,248+16.4% | $79,858+47.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 12.55% | 22.30%-9.7pp | 46.47%-33.9pp | 31.71%-19.2pp |
| Employer contribution / active EE | $2,641 | $2,692-1.9% | $3,660-27.8% | $2,471+6.9% |
| Participant deferral / active EE | $5,091 | $3,282+55.1% | $4,370+16.5% | $3,740+36.1% |
| Admin fee / account holder | $27,790 | $4,400+531.5% | $5,945+367.4% | $5,306+423.7% |