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 | $99,287 | $77,503+28.1% | $100,391-1.1% | $80,856+22.8% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 13.17% | 37.20%-24.0pp | 49.20%-36.0pp | 35.59%-22.4pp |
| Employer contribution / active EE | $4,030 | $2,801+43.9% | $3,942+2.3% | $2,755+46.3% |
| Participant deferral / active EE | $7,278 | $6,820+6.7% | $8,082-9.9% | $4,296+69.4% |
| Admin fee / account holder | $51,079 | $5,897+766.2% | $7,899+546.6% | $6,918+638.4% |