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 | $116,948 | $109,881+6.4% | $150,045-22.1% | $84,808+37.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 19.35% | 28.25%-8.9pp | 62.55%-43.2pp | 40.90%-21.5pp |
| Employer contribution / active EE | $5,607 | $3,561+57.5% | $4,693+19.5% | $2,631+113.1% |
| Participant deferral / active EE | $8,934 | $6,636+34.6% | $7,997+11.7% | $4,212+112.1% |
| Admin fee / account holder | $11,938 | $8,568+39.3% | $13,435-11.1% | $7,344+62.6% |