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 | $106,127 | $99,341+6.8% | $84,750+25.2% | $273,961-61.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 2.62% | 22.93%-20.3pp | 22.78%-20.2pp | 41.45%-38.8pp |
| Employer contribution / active EE | $7,226 | $4,214+71.5% | $3,574+102.2% | $4,869+48.4% |
| Participant deferral / active EE | $5,689 | $4,269+33.3% | $3,712+53.3% | $5,287+7.6% |
| Admin fee / account holder | $15,166 | $6,644+128.3% | $5,332+184.4% | $10,132+49.7% |