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 | $103,468 | $56,053+84.6% | $75,972+36.2% | $80,856+28.0% |
| Participation rate | 100.0% | 62.0%+38.0pp | 69.1%+30.9pp | 67.6%+32.4pp |
| Annual return | 13.36% | 20.53%-7.2pp | 359.55%-346.2pp | 35.59%-22.2pp |
| Employer contribution / active EE | $2,888 | $1,874+54.1% | $2,685+7.6% | $2,755+4.8% |
| Participant deferral / active EE | $5,784 | $3,052+89.5% | $4,255+35.9% | $4,296+34.7% |
| Admin fee / account holder | $1,657 | $5,234-68.3% | $6,467-74.4% | $6,918-76.0% |