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 | $96,315 | $93,571+2.9% | $135,903-29.1% | $75,163+28.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 23.06% | 30.90%-7.8pp | 68.23%-45.2pp | 160.62%-137.6pp |
| Employer contribution / active EE | $9,941 | $3,537+181.1% | $4,856+104.7% | $2,670+272.3% |
| Participant deferral / active EE | $5,131 | $6,404-19.9% | $7,758-33.9% | $4,125+24.4% |
| Admin fee / account holder | $54,647 | $6,975+683.4% | $10,762+407.8% | $5,651+867.0% |