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 | $98,930 | $65,041+52.1% | $90,951+8.8% | $79,858+23.9% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 13.66% | 30.45%-16.8pp | 134.60%-120.9pp | 31.71%-18.1pp |
| Employer contribution / active EE | $2,131 | $1,247+70.9% | $2,122+0.4% | $2,471-13.7% |
| Participant deferral / active EE | $6,957 | $2,512+177.0% | $3,373+106.3% | $3,740+86.0% |
| Admin fee / account holder | $7,378 | $4,536+62.7% | $5,959+23.8% | $5,306+39.0% |