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 | $109,892 | $100,923+8.9% | $150,045-26.8% | $74,304+47.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.3%+17.7pp | 60.3%+39.7pp |
| Annual return | 21.22% | 51.77%-30.5pp | 62.55%-41.3pp | 29.43%-8.2pp |
| Employer contribution / active EE | $4,417 | $3,463+27.5% | $4,693-5.9% | $2,241+97.1% |
| Participant deferral / active EE | $11,474 | $6,709+71.0% | $7,997+43.5% | $3,767+204.6% |
| Admin fee / account holder | $5,058 | $2,767+82.8% | $13,435-62.4% | $2,969+70.4% |